Group for users who filed Injured Spouse Form 8379
The injured spouse on a jointly filed tax return files this form to get back their share of the joint refund when the joint overpayment is applied to a past-due obligation of the other spouse.
2013 Injured Spouse
- February 13, 2013 at 1:15 pm #21964
Comments from the the 2013 Refund Hunt by taxpayers who filed with Injured Spouse Form, Form 8379
- June 10, 2013 at 4:13 pm #18603
My story…Submitted taxes through TurboTax on 01/30/13. Finally accepted on 02/14/13 due to Education Tax Credit delay. Checked WMR for a few weeks and it stayed on processing. Checked again on 03/11/13 and received the dreadful notice that refund has been applied to past tax obligations. Filled out form 8379 on 03/13/13 and mailed it in. Form recieved by IRS on 03/15/13. Waited patiently until 05/10/13. I called on 05/10/13 and sat on hold for 1 hour. Finally spoke to an agent and he said that the system shows that all needed paperwork has been received, my case just hasn’t been assigned to anyone yet. He said that he’d go ahead and assign it to himself and take care of it that night or Monday. I called back on 05/31/13 and another agent researched my case and all paperwork that is needed is there but it hasn’t been assigned to anyone >.< He took my number and put in a referral. However, I’m not holding my breath since he said “they” have up to 45 days to call me back.June 4, 2013 at 10:39 am #18592
Called TA for a referral and was contacted last Friday. We we’re told our money was “stuck” in the system. TA put a code in to force our refund to post back to the IRS from Financial Management and that it had to be done by June 4. Hoping it won’t take to much longer to be direct deposit to our account. TA said our injured spouse was assigned to someone over 6 different times. This has been a very frustrating process!!!!May 29, 2013 at 5:52 pm #18590
I had filed electronically form 8379 by accident and did not realize this until I was told by IRS rep that I had this form which would take 11-14 weeks. My accepted date is March12th – It is close to 12 weeks and still waiting. Please let me know what actions I should be taking, not sure if I should order any transcripts and done by others in this forum – My IRS refund status shows as still being processed. rgds, prithviMay 28, 2013 at 8:30 pm #18589
Hello, I thought I’d share my latest IRS drama and see if anyone has some advice.
We mailed our tax and injured spouse end of Feb. Injured spouse however didn’t show up until 4/4. Not quite sure how that happened but we we’re told that it was being processes as being received separate and was given an 8 week time frame. Called today and spoke with someone in injured spouse and was told that in the beginning of may our last names kicked out a red flag since they are different…..keep in mind we have been filing this way for 7 years. Then we are told that our 8 week wait will actually start today. Does anyone else think this is ridiculous? Time and time again we have been told that there are no problems with the injured spouse……time and time again we are told that we should have our money today. Does anyone think that the tax advocate service might be of some help?
We don’t live in a community property state and my spouse is the only one that works. I just feel like we have been given the run around time and time again and it is soooooo frustrating!!!!!May 24, 2013 at 5:01 pm #18587
I’ve been lurking for about a week now. We filed 1/29, accepted not long after (I’m blanking on the date I think it was 2/3) and on 2/17 WMR changed to say it had been intercepted and sent to debts.
We filed IS 2/18. A week later we received the letter that basically said they had what they needed, don’t call unless you have a question, we’ll be in touch etc.
We’ve been semi-regularly checking WMR but not obsessively because we expected we’d get a letter from the IRS. Randomly I checked on 5/19 and it changed to “We have received your tax refund and it is being processed.”
I called the offset number and it still says it’s been allocated to debts (totally the entire refund).
We’re going on 16 weeks from when we originally filed our return, 14 weeks from filing IS.May 23, 2013 at 4:32 pm #18586
@lisa120484 I dont know your situation but you might want to try what I did because I am horrified to say they had an error in calculating my numbers! Read entire story below!
@kissmyasthma thank you for your advice and I think my husband was on the same page as you although I had given up the idea of spending another hour or two on the phone with IRS.
Got home from work Tuesday and hubby was already on the phone with IRS for 45 minutes, he had already been transferred once. He said its best I talk to the next operator cause I prepped our taxes and know our numbers better. The operator was extremely rude and semi racist. She told me several times “I will repeat this one more time since you dont understand english well” “That is not a proper sentence” etc. I have an accent but most people around me assume I have been raised in the US since I am fluent at speaking English, so this was new to me. I think that was her strategy to make me feel bad and hang up. She kept throwing three numbers at me (which I realized probably appear on her computer screen and that is all she knows about my account) I kept repeating “the math doesnt add up!” how can someone who earned 89% of the income get less taxe refunded to them than someone who only made 11% of the income. She said its the education credits. I said we already subtracted that and it still has over a grand missing. She kept subtracting the education credits TWICE! Eventually when I said lets work the sheet out together she said she will transfer me over to another department “the ADVANCED Injured Spouse”. But she continued snickering and laughing saying “trust me you are not going to get a dime more. You owe a debt and you must pay it”
My luck at the other department was much better. The lady on the phone was really nice. She said she doesnt trust other people’s math and will do it all over again. She also had access to all my documents. Within 2 seconds of looking at it I kid you not she said “you have been underpaid, there is a mistake” She tells me I am getting well over a grand that was taken by mistake. Now here is the issue they need to fix something in their system IT related which will take 3 to 4 weeks. Then they will reenter my numbers and send me the difference. The lady was kind enough to give me her name and ID number and said she will put enough notes in my account so people will know what is going on.
Sorry for the long story but you can see how horrible it is that someone is rude to us and mistreating all of us and guess what they don’t even know what they are talking about. Their basic math is messed up and they cant add up numbers! I’ll say everyone please rework and verify your numbers!
Also the old nice lady said they didn’t touch most of the Injured spouse cases till May! So there you go it is confirmed that they just didn’t touch them! So much for telling us to wait 11 weeks! Might as well say we dont touch them instead of us making us wait on hands and knees everyday!May 22, 2013 at 12:23 pm #18585
Just wanted to update… I checked WMR and it stated our refund was processed and we would be receiving our refund today and if it is not received by the 27th then to call our bank. I called the offset line after checking WMR to see how much was offset to the VA on my husband’s behalf and it gave two amounts… the amounts totalled our entire refund! So I guess it’s safe to say we wont get anything back. So depressing! Has anyone else experienced this or is there still hope we might get something? This was our first, and hopefully last, year filing injured spouse. In a way I guess it’s good if they take our whole return, though we could have used it definitely, but at least the debt will get paid off quicker (just trying to think positive), but were still pretty upset about it.May 21, 2013 at 5:34 pm #18584
@s_m i would call them. ask for them for the following be. this is straight from their website. if you want to google it i typed in ” irs irm” then select “refund offset”. its like a manual for their people to follow. good luck
When the taxpayer disagrees or does not understand the injured spouse allocation by the IRS:
If you work at a remote call site, and you don’t have access to CIS to view the Form 8379 Allocation Worksheet or do not work injured spouse allocations, transfer the call to 92035 Application 35 if it meets the criteria in paragraph 8 below.
If you work injured spouse allocations, verify the Form 8379 Allocation Worksheet. After verifying the allocation is correct, send the taxpayer a copy of the Form 8379Allocation Worksheet. The Form 8379Allocation Worksheet should be on the CIS case file, if not pull the Form 8379 Allocation Worksheet.May 21, 2013 at 4:38 pm #18583
So I got my refund!!! The date vanished and two days later it was in my hand which was Friday 17th of May.
Now I have to ask you all’s opinion on this one. My husband had education credits and his income was only 5% of our total income. I was expecting a certain amount after they take away the entire education credit. Turns out they took the same amount of refund away as the amount that got refunded to me. My confusion is how can someone who made 95% of the income gets the same amount as the person who made 5% and gave up their share to the govt? Am I being insane here? I am planning to contact IRS and ask them for an explanation but a part of me wants to just give up. What do you all think?May 21, 2013 at 3:05 pm #18582
Thanks for the hope KissMyAsthma I have been thinking the same thing myself but cant hardly bring myself to wish too much… I just don’t understand why they do things so many different and confusing ways….????May 21, 2013 at 10:12 am #18581
TreeStone, from what i have heard when that message about refund date… is nolonger there you should be getting ur refund in a matter of days. it seems some people will be getting DD tomorrow. hopefully u will be part of that group.
FYI the irs will be closed this friday, their call center and all their agents. no returns or anything for that matter will be processed that day.May 21, 2013 at 9:10 am #18580
Yesterday was 2 weeks that my case was closed. I called last thursday and she told me that it was closed 5/6 and then sent to the computer 5/7 so today will make it 2 weeks today that it was in the computer. It was supposed to give me a DD date by today. Saturday my WMR changed and the italics about the date will be posted when available was gone and it said my return was being processed……. STILL NOTHING!!!!!!! Has anyone else dealt with the WMR not changing right? What does it mean?May 20, 2013 at 3:07 pm #18579
Efiled & accepted: 02/28
IS form mailed: week of 03/11
WMR changed from offset info to “processing”: 05/11
Rcvd letter from IRS stating new refund amount: 05/16 (letter also said check would arrive in 2-3 weeks)
Check rcvd from IRS: 05/20
WMR is still showing “processing” and was never updated again. I had originally asked for my refund to be DD but received a check instead. Good luck to all of those still watiing!!May 20, 2013 at 12:02 am #18578
Well, at some point over the weekend, or Friday, the offset line is now showing the amount being sent to the DOE, and a date of the 22nd. I am hoping that that means that we will also receive our portion of the refund on the 22nd. Here’s hoping! So glad to hear that the battle is over for many of you, and I am still fighting with those of your who haven’t seen anything.May 19, 2013 at 9:42 am #18577
Hi, I have been reading the post on this thread for a few weeks. We E-filed with H&R block (with 8379 form) on 02/16 …..the IRS accepted 02/20. We are now past our 13 th week….called and called. We got a letter from IRS yesterday with the refund amount we will be getting. Letter states give the payment 4 to 6 weeks to be sent. They must be nuts. This our first year filing IS so it has been a hot mess. Please let me know if anyone got same type of letter if so how long did it take to get refund sent to you. thanks in advanceMay 18, 2013 at 10:49 pm #18576
Very nice!!!May 18, 2013 at 10:48 pm #18575
My WMR changed too! It says DDD on the 22nd! Woohoo!May 18, 2013 at 10:47 pm #18574
Update, finally! :)
Filed electronically and accepted 2/8
Referral requested at 11 weeks
WMR updated 5/18 with a DDD of 5/22
A few tips for those hitting the 11 week mark:
When you call the IRS and ask for a referral, make sure you tell them you are having a monetary hardship, and give them examples (behind on bills, overdue on rent, etc.) …if they document these hardships with the referral, you will get a call back within 5 business days. If they do not document any hardships, you could be waiting 30 days for a TA to return your call. Once you do speak with a TA, as long as everything seems fine with your return he/she should tell you that they are giving the IRS a deadline to complete processing, along with a follow up date that they will call you back on, and another date that everything should be wrapped up by.
As others have said, if your TA doesn’t call (or is a slacker like the IRS person handling your return) call your local congressman. Sometimes that’s just what it takes to put a boot in their arse.
Anyway, a bit over 14 weeks but it looks like we’re all set. Hoping that the money shows up earlier than the DDD, like it did for a few last week.
Hang in there everyone!May 16, 2013 at 6:37 pm #18573
I have been reading the posts on this thread for weeks now and just waiting for my return, but got tired today as it’s been 14 weeks since my return was accepted and no news. I called the irs through one of the numbers and ext listed above and the very rude woman told me that my refund with IS form had been processed on Monday and that I would see my return in 2-3 weeks. I tried to kill her with kindness and she was still irratible and short with me. Anyway, my question is has anyone been told the same thing, that their refund had been processed and they had to wait 2-3 weeks and it actually was true? I hate to get my hopes up only to be let down. Thanks.May 16, 2013 at 5:46 pm #18572
I started lurking around this forum a few weeks ago and am quickly growing concerned and intimidated as I read all of your “horror” stories.
Let me preface that this is the first time I have ever had to file an IS Form. Our tax situation has some less than common elements and I thought a letter and supporting documentation might make my Injured Spouse claim that much stronger. As such, I **MAILED** our joint tax return along with the IS Form and supporting documentation on March 8, 2013. About a week later, the WMR tool updated with the standard message about my return being processed.
I am wondering if there was anyone else crazy enough (I claim ignorance) to have paper-filed their return and IS Form and can tell me how long they had to wait or continue to wait for a refund.
I have yet to make a single call to the IRS but after reading so many comments, I suspect I need to get on the bandwagon. What has been the most successful phone number that everyone has been calling?
Thanks to everyone for their advise and support.May 16, 2013 at 2:46 pm #18571
Well, spoke to my TA earlier. He said the IRS rep handling our case processed it by the deadline he gave them (5/8) but that he couldn’t see anything more, as it was “tied up” in the system. He said most things post between Wed-Fri each week, so he’s hoping to see an update with a DD soon. Unfortunately, he said it could takes weeks though for the system to release a date. Tomorrow is 14 weeks, he said he’d call us back on the 30th of this month, which will put us at 16 weeks since the return was accepted. He makes no guarantees that we’ll even have a DD at that time, it could take another few weeks beyond that point. So we may be looking at 20+ weeks for our return, which he assured us was error free and simply being held up because “the IRS is behind.” We’re not holding our breath anymore. Right now, we’ll be suprised if we get it by the end of summer the way things are going. This is complete nonsense.May 16, 2013 at 2:08 pm #18570
Hi everyone! Like others, I have been following for some time now. Your comments have been such a help to me! I have decided to tell everyone about my story and hopefully some of you will be able to lead me in the right direction.
We filed on 2/6 but had the education tax credit so it was subbmitted to the IRS on 2/14. However, they didn’t accept it until 2/28. This being my second year filing IS, I knew it would take around 8 weeks…as it did last year. After not hearing from the IRS around 8 weeks, I decided to call them. THye gave me the same old “11 weeks” crap. That being said, today, 5/16 would be 11 weeks from 2/28. I called on 5/14 to make sure there weren’t any issues. THe rep I spoke with said on 5/12 someone was in my account and I sould receive my refund in 2-4 weeks. Say what??? You’re kidding right? So, I called back on 5/15 because I figured I could talk to someone more helpful. No such luck. They said to wait an additional 4 weeks. Thinking my check would be in the mail to today, it was a total let down when it wasn’t. I was like a little girl in the window waiting for our mailman. So I call the IRS again. The rep was so rude to me!!!! He said, “ma’am what did they tell you the last time you called?” Ummm…excuse me? I’m pretty sure my tax dollars are paying your hourly wage, so you work for me right? I was so frustrated that I hung up and tried to keep the tears from rolling down my face. I don’t want my 4 year old to see me this upset. As of right now, my checking account is in the negitive, we’re about to get evicted, and my sons birthday is on the 19th :(May 16, 2013 at 1:36 pm #18569
Per the IRS and IS Offset they received monies yesterday which is strange because I have heard that the IRS only mails checks out on Fridays which I assume they will do this week. The Offset line say they received monies 5/15/13. I am not sure how the monies are disbursed to those debtors i.e. Student Loans are Child Support agencies if it is by wire or check. I have been told that the IRS sends out checks once a week and only on Fridays which means that they will mail out my check this Friday which is the 17th. I don’t understand how the offset place said a dollar amount was “applied 5/15/13” and the IRS Rep told me my IS portion was released 5/15/13. Totally confused as to when it was mailed. As of yesterday there was nothing in my mail but I am hopeful it will comes ASAP :-)May 16, 2013 at 12:16 pm #18568
Thanks @tiredofwaiting99. I agree we should not have to go through this crap. I don’t plan on ever filing an injured spouse form again. I will do married filing separately from now on….Have you gotten your refund yet?May 16, 2013 at 11:16 am #18567
I am so happy for you @brokeandfrustrated you had to go through so much to get your refund. We are taxpaying citizens we should not have to go through this crap. It is no wonder that the IRS is catching hell now.May 16, 2013 at 9:47 am #18566
Good news finally! :) Our refund was in the bank this morning, as the TA told us it would be. Not that I am praising our TA, because she wasn’t doing crap until we got in touch with our congressman. Only then did she do her job. I highly recommend getting it touch with your congressman or senator. Had we not done that, we would not have even been aware that there was a problem with our return that the IRS didn’t bother to tell us about and it would still be sitting there untouched. Thank God this long wait is over!! Praying that everyone gets their money soon! God bless! :)May 16, 2013 at 12:08 am #18565
Congrats to those that have gotten their refunds!
Friday will be 14 weeks here. The WMR has not changed, and our TA is supposed to call tomorrow with an update. He gave the IRS until last Thursday to “wrap it up” but apparently the woman assigned to it is still painting her nails or something along those lines. Hopefully our TA has some good news for us.May 15, 2013 at 11:24 am #18564
UPDATE: I called the IRS yesterday and spoke to a nice lady named Mrs. Walker she told me that we should be receiving a DD on 05/15. She also told me two amounts, one is coming to us and the other is going to an offset amount. I explained to her why we filed the IS and that we have payment arrangements set up with the school loan department. She said that’s a misconception that people have. She said even though we have arrangements set up there is still nothing stopping them from taking the refund. She said there is a debt indicator attached to my SSN and if I can get them to take that off then they will not take our refund anymore.
This morning I looked in my bank account and the money was there :) FINALLY! But the wired thing is before I checked my bank account I checked the WMR website and it still said WE HAVE RECEIVED YOUR TAX RETURN AND IT IS BEING PROCESSED. Which is a complete lie because we have our money!!!!
So I called the offset number to find out where the other part of our refund went. And of course it went toward our school loans like Mrs. Walker said. So I then proceed to call them and told them that we are set up on a payment plan every month but our refund was still taken. The rep said that she will send us a financial hardship form to fill out and we may be able to get part of our money back. She also look at our account and said that she see that we are making payments and that will work in our favor. So I have another battle coming up. Hopefully we will get a portion of that back. Me and my husband talked about it last night and even though we should let them keep it so that can go toward our loans but will need some of that money back to pay our bills.
Filed electronic taxes: 02/20/2013
Taxes accepted by IRS: 02/21/2013
Called the Injured Spouse # to have them process: 05/06/2013
Taxes Received: 05/15/2013
I would suggest that you keep calling them to get a answer because apparently the WMR site is not updated every night like they say its suppose to be!
I want to wish everyone out there GOOD LUCK and hopefully you will receive you taxes as well!!!!!!!!!May 15, 2013 at 10:49 am #18563
excuse my typos I mean then you know your portion is coming!May 15, 2013 at 10:46 am #18562
@brokeandfrustrated have you been checking the offset number daily? 1-800-304-3107. When they receive the date the IRS will issue the allocation for the offset, you will also have a date available for your portion too. I called this Monday and got the information on the offset number that will receive $$$$$ May 15th. I also called 1-800-829-0582 ext 362 or 462 number yesterday and they told me my portion amount and a date of May 15th that it would be released. I am assuming checks are mailed Fridays right.
Keep checking the offset number. Until you hear “we have received an offset for” then you will not your portion is coming.May 15, 2013 at 8:00 am #18561
Our TA called yesterday and gave us a DDD of May 16th, so hopefully our money will be in the bank tomorrow. I am not counting on anything at this point, I will believe it when I call the bank in the morning and the money is there. After all the lies we have been told I don’t believe anything the IRS says, but it seems getting in touch with our congressman did help move things along, because the TA wasn’t doing crap until he got involved. Praying hard that our refund will be in our account tomorrow morning! Good luck to all of you still waiting.May 13, 2013 at 7:05 pm #18560
I had a very similar situation as @atozmom.
I mailed in my injured spouse form after the tax return was submitted. According to the IRS, it was in their system as of 03/10/13. I called once which is when I got that date and didn’t bother after that after reading these posts.
I got a check in the mail today for the exact amount I was expecting. “Where’s my Refund” did change from “your tax return has been offset for past debt” to “your return is being processed” (which it still says). I am not sure when since I had given up checking a week or two ago.
So, I think that may be a good sign when it changes!
Good luck everyone who is still waiting – hopefully money is coming your way any day.May 13, 2013 at 5:47 pm #18559
UPDATE: Since I last talked to the IRS on May 6 the WMR site changed our status to “We have received your tax return and it is being processed” on Saturday. I don’t know if that’s a good thing or a bad thing……I just hope we get some type of answer this week. More than likely I will be giving them a call on Wednesday!!! I am really tired of all the B.S. the government is putting us through!!May 13, 2013 at 4:03 pm #18558
Anybody else with a refund date of 5/15 get theres today? @liedtoagain did you get yours too??May 13, 2013 at 12:24 pm #18557
Got my full refund today. WMR updated Saturday and gave me a DDD of 5/15. Money was deposited 7:30 this morning. Good luck to you allMay 13, 2013 at 11:00 am #18556
I just called the offset number, and got the same message as always, that our refund is subject to offset. That’s all it says, no amount or anything. I find it strange that child support doesn’t have their share yet since the congressman’s rep told me we will have our refund by this Friday. My husband is on a payment plan for his child support arrearage, is it possible they are not going to intercept his part of the refund because of the payment plan? I don’t know what to think now. I guess when the congressman’s rep calls me today I am going to have a lot of questions for her. She told me she would have the amount of our refund for us today, so that will tell us whether they offset it or not.May 13, 2013 at 9:11 am #18555
Well they closed my case last Monday, still nothing on WMR and frustration is at an all time high…. I am hoping there is a chance they will mail a check… the person i talked to last Monday told me it would be resolved in 4 to 5 days…. then i called back Thursday last week and that lady told me 3 to 4 weeks…. ugh…it’s even worse knowing that it is all done and STILL not here yet… i am going on 14 weeks now… Prayers would be greatly appreciated!!!May 12, 2013 at 3:25 pm #18552
called the offset number and it told us the amount taken away and to expect our refund by 5/15!!May 12, 2013 at 12:53 pm #18551
Got an update! Finally! I have orange lines saying May 16th, Woo Hoo :) Never even thought to check it on a Sunday… So now my question is does it or will it come sooner than that??May 12, 2013 at 12:50 pm #18550
So you have had updates on the WMR site on the weekends? How often is the site updated I wonder?May 12, 2013 at 11:36 am #18549
Just got a ddd. Been following this forum since the beginning just didn’t have anything to say till now. Filed on 2/7 accepted on 2/14. This morning woke up to a ddd on 5/16. On my 11 week I called and had a referral put in and it will be two weeks since referral on the day I get ddMay 12, 2013 at 10:11 am #18548
I had a change on WMR this morning just like @jfsphotos. The italics telling me a refund date will be provided when available is gone. It still says return is being processed and the amount is still there. Is this a good sign? It is the first change since early March.May 11, 2013 at 3:42 pm #18547
Just wanted to give an update on my status. Filed first week of March and then received the offset notice on WMR. Mailed IS form on 03/11. Not counting the week that the form was mailed, this is just the end of my 8th week waiting. Today WMR changed from the offset notice to simply say “We have received your tax return and it is being processed.” All o the offset information is gone, yay! I hope that means that WMR will actually update again with a DDD. I also did receive the offset notice from the Treasury Dept in the mail shortly after filing.May 11, 2013 at 10:49 am #18546
A little update, today the italics in wmr telling me about a dd date where gone. Is that good or bad?May 11, 2013 at 10:37 am #18545
Filed and Accepted 2/10 WMR updated this morning supposed to be deposited may 15th. It says I’m receiving full amount. The debt is from my wife’s student loans and she had zero income. I seen some others were in similar situations and I thought I’d share.May 11, 2013 at 10:17 am #18544
Update !!! Wheres my refund has my Orange Bars back and says My refund will be deposited On May 15th. And I could not be happier !!!May 11, 2013 at 10:08 am #18543
Still no update here but the congressman’s rep said the IRS told her we would have our refund by May 17th. I would think that WMR would have given us a DDD by now though so I am kind of worried.May 10, 2013 at 6:35 pm #18542
Called offset number today 1-800-304-3107 they got the offset date and gave me the amount. I know my chedda is on the way yipppeeeeee!May 10, 2013 at 5:14 pm #18541
I called the IRS And asked about the New York Times Article Today by Jonathan
Weisman Titled: ” I.R.S. Apologizes to Conservative Groups Over Application Audits”
The article States,
WASHINGTON – The Internal Revenue Service is apologizing to Tea Party groups and other conservative organizations for what it now says were overzealous audits of their applications for tax-exempt status.
Lois Lerner, the director of the I.R.S. division that oversees tax-exempt groups, acknowledged on Friday that the agency had singled out nonprofit applicants with the terms “Tea Party” or “patriots” in their titles.
“We made some mistakes; some people didn’t use good judgment,” she told reporters on a conference call. “For that we’re apologetic”
How would the IRS know what our political affiliations are ?
In IRS internal Revenue service manuals state that the 4th amendment doe not apply to email and admits to reading our emails . (if you dont believe me please simply google it)
I wrote a script of the exact statement and question that I asked and here it is…
feel free to use it, if it helps you.
“I filed my tax return approximately 13 weeks ago and I was reading in the New York Times today that the IRS had apologized to conservative groups over application audits based on the political beliefs of those organizations.
My question is, Is My individual return being delayed because it is subject to additional review based on MY political beliefs?”
The Rep I spoke with then took my information put me on hold, when she cane back her reply was.
” Thank you for holding I do appreciate your patients, I don’t show that your return is being reviewed I actually show that your return is going to be deposited on the 15th of this month ” ….I then thanked her and politely ended the phone call.
I had called the day before and was treated like a bothersome piece of garbage..
I will update on the 15th when she said my deposit was due!
Hope this helps someone NO MATTER WHAT YOUR POLITICAL BELIEFS ARE !
Good luck too all !May 10, 2013 at 5:08 pm #18540
i found this forum couple of days ago and just got around to register. my wife is behind on her school loans and had no other choice than to file IS form since we opened a small business and have our second little girl on the way. this is our first year filing the form with out return. it got accepted 2/25 and our 11 weeks should be this monday so here’s me crossing my fingers.
thank you all for sharing all this info that has allowed me to set realistic goals as to when we might see the money.May 10, 2013 at 4:32 pm #18539
i am too tired of the IRS
filed 2/7 delayed until 2/14 ( ed credits) accepted 2/14 (claimly). sent to is dept 2/21. called every other week and kept being told had to wait 11 weeks from 2/21. come to find out it really 11 weeks from the date of the original filing date not when sent to is dept. did that whole referral thing and now i have allow another 30 days. really. i want to work for the irs because obviously they barely work, dont know thier own rules and regulations and still get paid. sign me up.May 10, 2013 at 2:44 pm #18538
Just curious about something. I just heard a story on my local news where the IRS admits to requiring extra review of certain applications for tax exempt status based on the political nature of the organisation. For example, Tea Party advocates and conservative republican s were targeted for attack based on those political views. The IRS ADMITS TO DOING THIS WHILE STATING THAT IS WAS UNINTENTIONAL . Several major news organisations have also reported how the IRS regularly reads our email without concern fro the 4th amendment and believes that its OK to violate the constitution.
I know this isn’t a political forum but I would like to pursue this further to determine if some of these ridiculous delays are possibly not legitimate delays but instead a deliberate attack against those who the IRS consider to be political dissidents..
I would like to know if anyone else has an opinion about this. I would be interested and I believe that some of us might very well be part of the coming class action suit. This is in the national news today if you look..
Give your thoughts. Are these delays ANOTHER political attack against dissidents.
I intend to call the IRS today and ASK them if I am being targeted for political reasons.
I will let you know what I find out.May 10, 2013 at 2:06 pm #18537
Today is 13 weeks since our return was accepted. Our TA is supposed to call us mid-week since the deadline he gave the IS employee assigned to our case was 5/8. Crossing our fingers (and toes!) that he has some good news, since WMR still hasn’t been updated.May 10, 2013 at 1:54 pm #18536
Still nothing new to report here either.
2/2 filed electronically
2/7 accepted by IRS
5/3 closed and full refund approved
I called today to get a date to expect our refund, and the rep confirmed that yes, it was closed and approved on the 3rd, but nothing has been done since. She told me to call back next Friday to see if they could give me an expected date then….. seriously?!?May 10, 2013 at 10:21 am #18534
I’m wondering how often I should call and bug them.
They told me the IS agent working on my case has 45 days to respond to the inquiry
I don’t want to accept that as a response.
I’ve waited my 11 weeks….why should I wait another 6?
*Le Sigh*May 10, 2013 at 10:09 am #18533
Just an update. Since talking to our congressman’s rep on Wednesday, there still hasn’t been any change on WMR, and I have been checking the bank and few times a day and no DD either. But the rep said we should have our money by May 17th. I have been told so many different stories I am afraid to get my hopes up. I have been checking the mail too because the rep told us that the IRS person she spoke to didn’t see where we had given the information for direct deposit of our refund to our bank. Which I told her wasn’t so, we did give the lady that prepared our taxes our bank information for direct deposit. I don’t know why the IRS lady couldn’t see that. But I have read on here that others that have elected direct deposit wound up getting a check in mail instead. Praying that this nightmare ends soon for all of us!May 9, 2013 at 6:02 pm #18532
Been watching this forum for weeks,
Filed 2/18/2013 called once or twice always got the standard issue bologny 11 weeks response from the lazy IRS employees, waited the 11 weeks and called yesterday and was fortunate enough to get a guy who only spoke pidgeon english. I guess the IRS is now outsourcing its phone reps from india like every other unproductive company in the world. The rep I talked to told me that is was finished, then told me that it was still processing then told me anyday then I should wait…4 MORE WEEKS ! then he hung up. I called a tax advocate who said that if I got an advocate it might take even longer !!!
Now im mad I have since written 2 United States Senators and One Congressman, The congressman had me fill out the consent form from his website and mail it for consent to inquire on my behalf. Congressman Doug Lamborn’s office response to me sending the consent form was to send me an exact copy of the SAME form and fill out the same information and send it to the same addresse again. Of the TWO senators I have written only one has responded. Michael Bennet’s office responded immediately and assigned a constituent advocate who sent me another consent form..I have filled it out and will keep you posted I am in my 12th week. I hope a Senator can help me as any employee of the IRS is basically a waste of good human skin.. I will update soonMay 9, 2013 at 4:39 pm #18531
So so so angry! I waited on the phone for 42 minutes to be connected to someone. Heard him talking to someone in the background about his social life and then he hangs up on me! These people are such monsters!May 9, 2013 at 3:15 pm #18530
Refund Offset number is down today 1-800-304-3107 can’t get through! Everyone on Earth and Jupiter is trying to call :-)May 9, 2013 at 10:30 am #18529
Thank You tiredofwaiting99… I got ahold of a person she said my account was closed monday and gave me my amount BUT said it still could take 3 to 4 weeks…. i am so hoping that is not the case… another month??? I am so sick!!!!May 9, 2013 at 10:11 am #18528May 9, 2013 at 10:02 am #18527
@lisa120484 Honestly, I think the reason we ( I didn’t get one either) didn’t get an offset letter is simply because there is so much inconsistency & the case of the right hand not knowing what the left hand is doing most of the time.May 9, 2013 at 9:39 am #18526
What number are you guys calling that your getting the helpful reps. closing your cases. I called monday morning and they sent in my referral and i swear she said it would be resolved in 4 to 5 days but after reading all these 45day remarks i am questioning if i heard her right…. ugh…. i am so sick to my stomach over all of this…. so i plan on calling AGAIN today to hopefully get on of those reps….. can anyone lead me that way????May 9, 2013 at 7:51 am #18525
Well the hold time wasnt as long as expected. The lady I talked to did put my on hold to check our status… so I’m wondering if maybe she was just picking her butt like that other rep said, lol. She just said that our IS form was accepted on 2/25 and they have 77 days to work on it so they should be doing it very soon and hopefully be done with it by next week. So I suppose I will attempt to call back then. I don’t know, I’m just thinking maybe I will forget about this stupid tax refund and then maybe when I get something months from now I will feel some type of excitement?
Also, going back to what you guys were all talking about earlier about receiving and offset letter… we havent gotten anything and I think that is so weird! In the past we have gotten an offset letter when we didnt even know we would be getting an offset on a military star card my husband had. We didnt file an IS form and it wasnt a huge amount so it really didnt effect us. But why did we get a letter then and not now?May 9, 2013 at 7:34 am #18524
Just updating: Today is 11 weeks since filing. No updates on WMR or anything else. I am attempting to call the IRS right now… thinking it shouldnt be too bad at 7:30am, but my wait time is estimated to be 30 minutes. Yay.May 8, 2013 at 1:05 pm #18523
@tiredofwaiting99: Yes lets pray that this doesn’t happen again next year. I am praying that everyone here gets their money very soon!May 8, 2013 at 12:38 pm #18522
@brokeandfrustrated what great news! I am so happy for you. I am hoping to get our money around that time too! I hope we don’t have to go through this anymore. Lets pray next year will be better.May 8, 2013 at 12:19 pm #18521
Actually the congressman’s rep called me a bit ago, and she told me everything was finished up yesterday, they made all the adjustments and everything and that we should receive our refund by May 17th. She could not tell me the amount of the refund but said she would have that information for me on Monday when she calls the IRS to follow-up and she will be calling me back Monday as well. And she said to start checking our bank account everyday. So this is good news IF it actually happens. We have been waiting so long and have been told so many lies I am almost afraid to count on anything, but hopefully since the congressman is involved we will have our money by next Friday. Fingers crossed and praying hard!!!!!!May 8, 2013 at 11:45 am #18520
@brokenandfrustrated why don’t you just call back and ask the rep if she can re-assign it to herself and work the return right there like like @frustratedsteph did: read what happened
thanks katmill2369, wonder why they did that? makes no sense… I actually talked to a lady today at IRS and she reassigned my case to herself and completed it right on the phone, I was really shocked since I have had such a run around with them lately. She said she processed it and within 7-14 days we should recieve our refund. so crossing my fingers, I hope it may come sooner even…
And this from frustratedsteph…katmill2369, I called the 800-829-4933, pressed 1 then 0000 directed me to a person then he directed me to Individual accounts, I talked to a Mrs.Jones, she counted the weeks I was 13 weeks passed she says here I will reassign this to myself and process this right now if you have 10 minutes, I said I have 30 whatever it takes lol. She processed it right there and wala! I have called several times last time I talked to someone they did a referrel but that was it, which could take 45 more days he said and he told me not to call back there wasnt anything they could do to speed it up. Well I didnt listen and actually found someone that wasnt lazy and took the time to finish it. Also instead of being on hold for 1 hour it was only like 20 minutes. Hope that helps!
Call this number see if you can get Mrs Jones . If not tell them Mrs Jones did it for someone, can they do the same for you.May 8, 2013 at 10:26 am #18519May 8, 2013 at 10:23 am #18518May 8, 2013 at 9:28 am #18517
anyone know how often they update the wmr site, I know they say once a day overnight but… not sure if that is true??May 8, 2013 at 9:27 am #18516
katmill2369, I called the 800-829-4933, pressed 1 then 0000 directed me to a person then he directed me to Individual accounts, I talked to a Mrs.Jones, she counted the weeks I was 13 weeks passed she says here I will reassign this to myself and process this right now if you have 10 minutes, I said I have 30 whatever it takes lol. She processed it right there and wala! I have called several times last time I talked to someone they did a referrel but that was it, which could take 45 more days he said and he told me not to call back there wasnt anything they could do to speed it up. Well I didnt listen and actually found someone that wasnt lazy and took the time to finish it. Also instead of being on hold for 1 hour it was only like 20 minutes. Hope that helps!May 8, 2013 at 9:15 am #18515
Forgot to mention that for a second this morning I did think there was a change on WMR, the part that says “a refund date will be provided when available” was not in italics, and I think I remember reading here that if it changed like that it could mean a DDD soon. But then when I checked again about a half hour later that part of the message was in italics again. Well it was nice to have a short period of hope anyway….May 8, 2013 at 8:49 am #18514
How are you guys getting them to finish it on the phone?!!!!! Everyone I talk to either gives me some bullshit date that isn’t right or tells me it’s still processing!! Ugh, wtf?! Glad ya’ll got your money, I need to talk to one of these helpful reps. What number are you calling??May 8, 2013 at 7:34 am #18513
My story…filed 2/10 accepted 2/11, I called two weeks ago and they said that if I didn’t have my money by May 3rd to call. I called and they finished the return right there on the phone with me and said that I should have my money in 3-4 weeks. Checked the WMR yesterday and I have my orange bars back and it says that the money is to be released to my bank tomorrow! This is the first year filing IS form, after all the hassle I am thinking I am going to change my withholdings so that I break even, or bite the bullet and let them take the return at least then I don’t have 11 weeks of the stress of waiting.May 8, 2013 at 7:26 am #18512
Good Morning. No changes here, have the same message on WMR and I still haven’t heard from the congressman’s caseworker that has been assigned to help us. I faxed the authorization form a week ago. This is bullcrap!! I am contacting the congressmans’s office again this morning. Today is my birthday, it would have been nice to have our money. :(May 7, 2013 at 7:30 pm #18511
thanks katmill2369, wonder why they did that? makes no sense… I actually talked to a lady today at IRS and she reassigned my case to herself and completed it right on the phone, I was really shocked since I have had such a run around with them lately. She said she processed it and within 7-14 days we should recieve our refund. so crossing my fingers, I hope it may come sooner even…May 7, 2013 at 2:13 pm #18510
@frustratedsteph, that the “hold” or “freeze funds” they put on your account once IS gets ahold of it.May 7, 2013 at 1:52 pm #18509
my number at bottom of account transcript is 570?? whats that mean? whatthebleep…May 7, 2013 at 1:46 pm #18508
ok here is my frustrating story… I filed feb 9th electronically with the form 8379, account transcript says processed on 3/4/2013, my cycle date is 20130705, and I have the code 570 at the bottom of my transcript. It’s may 7th and still no updates, same WMR status. Does any of this mean anything? Said 4/27 was my 11 week date called on 4/29 they said they would send out a referrel which could take up to 45 days! I am so tired of waiting….May 7, 2013 at 11:58 am #18507
Well, I finally broke down and called. After waiting about 30 minutes, I actually got a nice lady on the line. She checked on the status and said it was complete this last week, gave me my refund amount and said it was put into the system for the refund to be sent. She couldn’t give a date but said I should receive it in 2-3 weeks. She said to call back next week if I haven’t received anything. I’m hoping it will come sooner than that!
I efiled my IS claim with return on 1/31, accepted 2/14 due to education credits. This is my 12th week waiting.May 7, 2013 at 11:38 am #18506
@katmill2369 I am sorry to hear that. I would hound their @sses everyday, I would ask for supervisors the whole nine yards, this is past ridiculous. I am old and have filed taxes for a long time and I have never ever seen things so bad as this. It has never been this way before where people are begging for their own money. They have paid their tax liability. People are just given one excuse after another. This is happening to a lot of people all over the country. All the reps are saying the same thing. It make me wonder if they have been told to delay as long as possible.
I am just speculating here, but too many people are saying the same thing. My wmr status has not changed and I doubt it will. This happened last year. I got my money and the wmr still said it was processing. What a crock!
@brokenandfrustrated I just don’t understand what the hell is going on. I have been reading a lot of tax community sites, post after post of the same thing. Delay, lie after lie.
We are all hardworking taxpaying citizens. I am seriously considering never voting for anyone ever again. Politians are suppose to be for the people not for themselves. This is a time for them to fight for these problems. Not one person who has contacted their congressman has gotten a positive result.
Bolderdash! @#%$#@!%May 7, 2013 at 10:34 am #18505
Ready for some great news?! (Insert Sarcasm Here)
I called IRS last Wednesday the the 1st of May. The not so nice lady told me my 11 weeks was up on that friday, 2 days later (filed and accepted 2/15), and that I would have to wait until Monday to call back and find out.
So, I spent an hour on hold yesterday to talk to them. The gentelman I talked to was VERY VERY nice and as helpful as he could be. He agreed that the 11 weeks were up and put in a request to the employee working on my case to either solve/wrap up the return or to contact me if he needed anything.
Here’s the kicker!
When I asked how long he had to respond and when I should call back if I haven’t heard anything, guess what he said….you’ll never guess….6 FLIPPIN WEEKS!!!!
He was very apologetic, but needless to say I am PISSED to the point of fuming. I already gave them 11 weeks, now I have to wait another 6??
This is ridiculous!May 7, 2013 at 9:52 am #18504
@katmill2369: Nothing new to report. Case was assigned to our congressman’s aid four days ago and she will be in touch when she has information. We haven’t heard a word. Sorry to hear you aren’t having any luck either. :(May 6, 2013 at 8:11 pm #18500
@tiredofwaiting99 NO! My hubs talked to that lady last Thursday and she did NOT put in an inquiry as she told us she put in a referral. So the IRS basically gave themselves a 30 day extension. As of today when I called they were still working on it. :( SO GLAD yours is finally closed tho! Yay!!
@brokeandfrustrated what’s going on w/you?
So, to sum it up, NOTHING is going on with me. No updates on anything. Maybe tomorrow?
Refund dust to everyone!!May 6, 2013 at 4:56 pm #18499
We filed our taxes electronically along with the injured spouse form on 2/20 and it was accepted on 2/21. We have not received our taxes yet! We have called numerous times and the reps were not helpful at all. So I called the IRS today and spoke with a really nice rep who told me that it has been going on the 11 week period and we should have a answer. She then transferred me to the Injures Spouse Department (I was on hold for 1 hour 10 minutes) where another rep told me she didn’t know why I was transferred to her because there was nothing she could do UNLESS we are in desperate need for the money like pass due bills, etc. She said that their department is behind on processing taxes because so many was filed this year and we would have to wait. So I told her that we are in need and are bills are getting to the point of being past due (which they are). She put me on hold for 15 minutes and said that she was able to help me and get the form process and we should have our money within 2 to 4 weeks and if we don’t get it by the fourth week to call them back. We shall see!!! Unfortunately the original amount we were told we were getting is way less than what we will be receiving which sucks!May 6, 2013 at 2:34 pm #18498
@cervetti74 no, she didn’t give a reason for the 3-5 weeks other than to say it’s ‘standard’ for the funds to be released and a check issued. She said it often happens faster though. Deep down, I’m hoping that they mail our check this Friday, but I know that probably won’t be the case. We aren’t ‘behind’ per say on bills, but we have been robbing Peter to pay Paul in a sense for the last 3 months.
@agarrett29 My husband and I are the same boat. My husband is the sole income earner and the debt is all mine (student loans that we can’t afford to pay back right now) It’s not complicated at all, but they try to make it sound like it is. Our return was filed on February 2nd, and accepted on 2/7 and our case was just closed Friday.May 6, 2013 at 2:28 pm #18497
Sorry that was supposed to be accepted 2-11.May 6, 2013 at 2:14 pm #18496
I’m one of those crazy stalkers that has been watching this page for a while. We e- filed on 2-8, accepted on 2-10. We have no offsets, no education credits. We only had that annoying IS form attached to our return. I have put in 3 calls to the IRS and no one can give me answers except the last call giving a referral to the IS dept because our 11 weeks are up. We filed an AMENDED return last year with an IS form and it only took 6 weeks! I simply do not understand what the hold up is. Our return is a no-brainer. I had ZERO income and the debt is 100% mine! It isn’t rocket science! I say it’s time we petition the government to audit the IRS. I want a detailed description of what the heck they do all day. I guarantee there is alot of sitting around doing absolutely NOTHING. We are in desperate need of that money. Our septic tank has to be replaced, we are living with my mother because of it, and I am way behind on all our bills. I tried to get a TA, but she said it might delay our refund, so she didn’t recommend it. Why can’t anyone at least tell me SOMETHING at this point? I am just plain mad.May 6, 2013 at 11:44 am #18495
@katmill2369 did you get yours yet. They closed my case 5/2/13 got the allocation for me and the rep said check would go out in 3 weeks. Have you called yet? what is your status. Maybe they closed yours last Thursday too.May 6, 2013 at 11:24 am #18494
@sahm2my4 Did the rep tell you why it’s going to take 3 to 5 more weeks? Jeeze! That seems like an excessive amount of time given that your case is already closed & just basically waiting for some idiot to push a button on their computer to release YOUR money. Ugh! I don’t understand their (IRS) logic at all!May 6, 2013 at 10:11 am #18493
I take that back, after an hour on hold, I was able to talk to a very helpful rep who told me that our case was closed last Friday (5 days after the referral) and we will be receiving the full refund. Unfortunately she said it could take 3-5 weeks to be released though. I won’t complain since at least we’ve made progress.May 6, 2013 at 10:11 am #18492
Good Morning Everyone. No changes for me this morning. WMR says the same old thing. I did hear from a rep in my congressman’s office on Friday afternoon. She has been assigned to our case and told me she would call as soon as she has some information to report. So more waiting. Sigh……May 6, 2013 at 8:45 am #18491
1 week post-referral (13 weeks total) and still no update. :/May 5, 2013 at 2:08 pm #18490
@kaitara I wonder if we have the same lazy slacker, lol. My return was accepted on 2/19 and also didn’t get started on in IS until April 25 as well!
I sincerely hope one these jerks has to go through something similar to this at some point in their life. Maybe then they can see how doing their jobs “when they get around to it” , treating people badly, & knowingly withholding information or not going that little extra step when you know you’re the one person who can maybe just be a little better than adequate at your job & help make someone’s day a little easier by making the effort to get REAL information, not just the same old lazy BS. Maybe then they’ll take it a little more to heart & realize how these things truly affect people’s lives & livelihoods!
Sorry to rant. It’s just infuriating to think of the possibility that people’s returns have just been laying around someone’s desk because of their laziness or that somehow we should be punished and have to wait as long as possible because they feel we should pay this debt RIGHT NOW even if it means taking the food out of the mouths of our children or the roof over their heads.May 5, 2013 at 1:15 pm #18489
I’m guilty as well of checking a few times a day. Actually, up until about two weeks ago the WMR site mentioned it updates no more than twice per day. I think they recently changed the message, though, as it seems that too many people checking causes the system to temporarily crash. I know there have been a few occasions where my message goes from “processing” to “please verify the information you’ve provided”…basically telling me it doesn’t exist, lol.
Just an update to my last post: I called the IRS back on 5/3, as it was the 12 week mark. After holding for 45 minutes and then finally getting through and speaking with another clueless person, I had another call beep in. Turns out it was my TA. He was fantastic! Told me there was nothing wrong with my return, and that it was simply a case of someone slacking that needed a boot in their @ss. I had filed 2/8 but they didn’t send the form to the IS department until 4/25. Guess it got lost in the mix or something. Anyway, my TA is giving the individual handling the IS form until 5/8 to wrap it up, so hopefully we’ll get a DDD soon. Hopefully!May 5, 2013 at 12:27 pm #18488
So a quick poll for everyone!
Even though the IRS says they only update the WMR once per day, how many times a day do you check it? I am guilty of checking “at least” twice per day. Usually I do it online & also through the phone line. I’ve seen people on here who have checked in the morning with no updates & then check late in the day & their status has changed.May 4, 2013 at 8:43 am #18487
Yipee! Last night WMR updated and gave me a ddd of May 8! My 11 weeks was up either on April 23 or 25th depending on who you talked to. On the 23rd I talked to a really nice man at the IRS who put in a referral for me (he said it could take up to 30 days), I called back on the 29th and was told that they completed im IS on the 25th and it could take up to 4 weeks to get my refund, I called again yesterday and was told May 8th and this am the WMR was updated. So a total of about 13 weeks for me as long as it does get DD. Good luck everyone!May 3, 2013 at 4:38 pm #18483
I am hoping that with all the complaints going on and now the news are getting wind of it…. Maybe… just maybe they will right this wrong VERY soon!!!!May 3, 2013 at 4:12 pm #18482
I pray none of you used the H&R Block. They are going to get sued up the WAAAAZOOOOOO!!! There is already a class action suit being started.
Read this article.. This may be part of the problem:
H&R Block CEO Offers Apology For Education Credit Fiasco
Julia Oldham Agreed. Perhaps H & R Block’s biggest mistake was the way they handled- or more appropriately mishandled the situation. To let customer’s learn of such err […]Nikki Hogan I am one of the 600,000+ affected and this apology is too little, too late. I would expect nothing less than a partial refund of our preparation fees from […]Janet Novack, Forbes StaffI think H & R Block should give those affected a partial refund of their fees. An apology alone just doesn’t cut it.David Fazio E.A. Coming to HRB’s defense is something I rarely do. In fact, I’m often their most outspoken critic. But there is too much blame to go around and while HRB is […]Candi Hulett I think our preparation fees should be waived! Why should we have to PAY hundreds of dollars to H&R Block if we aren’t getting our return until God knows w […]32 comments,
CHICAGO, IL – DECEMBER 28: A sign marks the location of an H&R Block office on December 28, 2010 in Chicago, Illinois. (Image credit: Getty Images via @daylife)
As tax season heads towards the home stretch, hundreds of thousands of taxpayer refunds have been delayed. While taxpayers expected minor glitches associated with a late start to the tax season, the magnitude of the delays, especially those involving the form 8863 for education credits, took the tax world by storm. Angry taxpayers have been complaining about unusually long wait times and, perhaps most frustrating, a complete lack of information about the delays and the next steps. The form was delayed for processing initially by two weeks, a wait time that Forbes writer Janet Novack suggested could have been avoided.
Last year, the IRS opened tax season early, on January 6, 2012, and accepted e-filed returns as early as January 17, 2012. Since April 15, 2012, happened to fall on a Sunday and Emancipation Day in Washington D.C. was marked on April 16, 2012, tax season was pushed all of the way out to April 17, 2012. Adding yet another day? It was a leap year. The result? An embarrassment of filing riches. The tax season was officially open for 102 days (the season for e-filing was open for 91 days).
Contrast that to 2013. Tax season didn’t open until January 30, 2013. No leap year, no holiday. The due date for returns remains April 15, 2013. The result? Tax season is open for 75 days. Same number of returns (more or less). About 75% of the available time.
Once tax season opened, almost immediately, the IRS noticed problems with some tax returns claiming education credits and issued a series of alerts. The problem didn’t get better, however, and taxpayers continued to report problems with the credits. Most of those problems appeared to be related to returns filed with H&R Block. H&R Block, for its part, remained quiet throughout much of the controversy, offering statements and updates to taxpayers on its Facebook page. This weekend, H&R Block CEO Bill Cobb issued the following apology:
Let me set the record straight about the Form 8863 issue that has affected you, our valued clients: we made a mistake when the tax return was sent to the IRS. And you deserve an apology, an explanation, and to know what we’re doing about it.
Here’s what happened: this year’s tax season started later than any in history (January 30th), followed by a further delay in form 8863 not being accepted until February 14. Not good for everyone. When the IRS began accepting the form, we immediately sent your returns, with the intention of getting you your refund as quickly as possible. In our zeal to move so quickly, we missed a step. Specifically there was a disconnect in the transmission of form 8863 from our delivery system to the IRS E-file system, and this caused the delay many of you are experiencing. We fixed the transmission issue right away, but couldn’t undo it for those that had already been sent.
I want to make it clear that this was absolutely not the fault of your tax professional; your return was prepared accurately. This was an issue with the form transmission. This was our mistake — and I sincerely apologize. I want you to know that we hear the frustration of those impacted by this issue loud and clear, and we’re working every avenue we can to get your refund to you as fast as possible.
We have been and remain in daily communication with the IRS, who are doing everything they can to speedily process all returns. We know that clients are beginning to see progress, funding dates are being communicated and refunds are definitely being funded. But we also recognize that in an already delayed season, it’s still not as fast as we want, and we’re not letting up until every client has his or her refund.
We are also committing to more frequent and regular updates with you as we have news to share, and we know we can do a better job here too.
Finally, I know an apology won’t put your tax refund in your hands right away, and many of you still have questions. But right now, our singular focus is to get you that refund, and we have all hands on deck to help make this right.
So, no update, but an apology. Will it be enough to satisfy taxpayers? You tell me.
H&R Block error delays thousands of refunds
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Email | Twitter | LinkedIn | Google+ H&R Block Inc. made a mistake related to educational tax credits that will delay thousands of refunds for as long as six weeks.
IRS spokeswoman Michelle Eldridge confirmed the problem with tax returns in a story published Tuesday on MarketWatch.com. The IRS said 600,000 returns were affected, but wouldn’t say how many of those are from the H&R Block.
H&R Block (NYSE: HRB) spokesman Gene King said that the company is aware of the problem and that it will not be an issue for additional tax filers. He said the company is working with the IRS to expedite a solution for the people who were affected and to find a way to keep this type of situation from occurring in the future.
I wonder if Turbo Tax had the same 8863 for glitch that H&R Block had.
My heart goes out to everyone that had a tax return with forms 8863 and 8379.
I suspect that the IRS is stalling for time. We must fight for our money!May 3, 2013 at 4:01 pm #18481
Well, I’m still here too. Filed 1/30, accepted 2/14 due to ed. credits. I ordered transcripts finally, I’m in the 0805 group…whatever that means. No updates on WMR or offset hotline. The most frustrating part is that I’m fighting my debt right now to prevent this next year, some sort of error made when I separated from the military put me in the offset system. So I’ve been on the phone about that all week. I haven’t called the IRS about the IS claim…from reading all these posts it seems like a waste of time. I figure they will get around to it when they do, so I just keep waiting…
Congrats to those who have gotten theirs, to the rest of you don’t worry, you aren’t alone!May 3, 2013 at 3:35 pm #18480
I have been stalking this forum for months now, praying that I wouldn’t be waiting as long as some of you folks. Not so surprisingly, here I am. Waiting a bit over 8 weeks now. We desperately need this money so I got a TA last week and faxed my paperwork over last weekend. She called me today to tell me that the case is closed but she couldn’t give me a DD until the computer updated and that shed check on kn me on May 17!?! MAY 17!!!! That’s all she could tell me. I’m not sure if she really helped me out or not. She can’t seem to tell me anything and May 17 would just about be 11 weeks. Unbelievable!!
Hang in there everyone… it cant get much worse. Right?!?May 3, 2013 at 1:54 pm #18479
Well I too have been following for some time now and decided to join. I filed my return with TT and my IS form electronically with it. It originally was accepted 2/8 but the ed. Credit made it 2/14. So i have been waiting 12 weeks actually. I call the IRS once a week and get the same go around. There seems to be no problems but it’s still processing. From what I see the whole problem lies with that ed. Credit and the IS. It looks to me like all those who filed IS and had the ED credit in that time frame are still waiting. That is just so frustrating. You would think that they would get those out first. But everyday i still check the WMR to find no change. I can’t help but think it’s so very close but my heart just can’t take all this waiting. So please know how good it’s been to see others with the same situation and feeling the same way. Thank you guys for at least letting me know I am not alone.May 3, 2013 at 1:24 pm #18478
@cervetti74 so far they have always sent a letter notifying that they took out so much money for the offset. Yet, this year they still haven’t. So you might find out why they haven’t ever sent one to you.
@brokeandfrustrated this is bull crap. I am sorry but the Feds have got to get their act together… This is stupid. Let me know if they do send one to you and I will do the same…
Thanks, everyone….May 3, 2013 at 10:39 am #18477
@purple33: We haven’t ever been notified of an offset this year either. The offset line gives no information other than our return is subject to offset. We live in Ohio. I haven’t asked to speak to our TA’s supervisor yet, I want to see what the congressman is able to do to help first. I haven’t heard from him since I faxed the authorization form to him Wednesday morning. I am getting ready to email him to ask if he received the form.May 3, 2013 at 2:02 am #18476
I’ve been sitting back reading the replies here for a few weeks, so I figured it was time to chime in. Our tax return/IS were both filed electronically by H&R Block and accepted 2/8. Today is the 12 week mark. We’ve made quite a few phone calls, and up until this week got nowhere. Each time they told us they had no information, and to call back . WMR still shows the same message it has for months, that our return is being processed.
Imagine my frustration when the woman I spoke to this week told me that there were NO notes on our account, and that it had not even been LOOKED AT yet! We know there are no issues with the return, this is our second year filing IS and nothing has changed. She claimed “they must really be falling behind over there” and then proceeded to tell me that she would file a referral. She then said “hopefully” we’ll get a call from them in seven business days.
I could scream right now…they have had our return for almost three months and it hasn’t even been looked at. How is that possible???May 2, 2013 at 8:19 pm #18475May 2, 2013 at 6:46 pm #18474
@purple33 I don’t think we have EVER gotten any notices from the Treasury Dept except for one time a few years ago which actually came about 3 weeks after the fact!!!May 2, 2013 at 4:57 pm #18473
Also I have no proof that the Dept of Treasury actually took out anything from my husbands debt. I haven’t even got a letter or notice about any offsets this year. Is anyone else in this boat?May 2, 2013 at 4:55 pm #18472
@brokenandfrustrated I am so soryy you have a crappy TA. That just sucks!!! Have you asked to speak with her supervisor. Also which state do you live in? I hope you guys get help soon. Sorry about not being around everyone. Hang in there!May 2, 2013 at 4:32 pm #18471
I have an update for everyone and it’s not a good update. Our TA called a bit ago and had a really bad attitude with me on the phone. Said she got our documents and would send them right over to the IRS and then would call me on May 14th to update me on the status of our refund. She was trying to rush me off the phone but I wouldn’t let her. I said I have a question, since we were never notified of a problem and there obviously was a problem all along are we now going to have to wait another 11 weeks and she said no not that long, but of course couldn’t tell me how long. Then she tried to tell me that the reason we weren’t notified of a problem is because it wasn’t a math error, that if it were a math error the system would have caught it, but since it was a different kind of error it wasn’t discovered until the return got to the IS department and they started to manually process the injured spouse claim. I am sorry but I am not buying it and I told her so. She didn’t like it much but oh well. Then she got snotty and repeated “well all I can tell you is I will call you back on May 14th unless I need something else from you before then. I sure hope my congressman can move the process along. Maybe the TA is aware the congressman is involved now and that is why she had such a crappy attitude with me on the phone. Who knows? I wish I could call an IRS rep just to see what other lies I will be told, but I guess once you have a TA they won’t help you. All I know is that the IRS is a huge boil on the butt of humanity!!May 2, 2013 at 4:06 pm #18470
@katmill2369 what are your dates again I filed 2/8/13 it was accepted by the IRS 2/14/13 cycle date 20130705 3/4/2013 I forgot what that date means. I remember you saying that you dates were close to mine. So you are saying here that the May 2nd date which is today is our true 11th week. Did you call the 1040 number and got this information? I can’t believe they are lying about putting you on hold.May 2, 2013 at 2:53 pm #18469
No update on anything. Not WMR, not the offset line, not the 1040 number.
So, hubs talked to a VERY helpful rep (must have the magic IRS touch IDK) and was told that yes, are dates are right, ours funds should have been released TODAY. She put in an “unofficial” inquiry (an email to someone she knows) and took our number and said she would call us early tomorrow morning. She also told my hubs that A LOT of ppl working there don’t give a s**t and will say anything to get you off the phone. They are getting a lot of calls from angry IS filers. She also told him that if anyone is putting you on hold to “check your account” they are full of shit. They are picking their butts.
So basically, call back until you get someone willing to help you. Be proactive and bug the crap out of them. This was our 3rd call today.
@tiredofwaiting99, I don’t want a TA or my congressman involved for the same reason. It seems to delay things. Or it’s really hit and miss and depending on who you get it will help or hinder you!
I hope everyone gets their money soon and gets some damn help from these ppl!May 2, 2013 at 2:43 pm #18468
@katmill2369 I feel ya, I love the fact that your hubby is going to rip them a new one! LOL love it. I think that I am going to change my W4 now and bring my money home now. I will aim to break even so won’t get a cent out of me. Just bought a new house last year. I pray that they don’t take the mortgage interest deduction from us.
I called last night and the rep. at 1800-829-0582 told me that they get an update only once a week and not daily but that the wmr is more recent. Liar He saw that I called this past Monday and said that he had now new update it is still being processed. This was strange he said that they can only “see” when it was received and if there was an Offset they can only “see” that date. Funny I never heard that one before. I really don’t want to get an TA because they will use that as an excuse to prolong giving us our money. Try not to stress anymore because it is not good for you. BTW have you checked wmr? did you see any update?May 2, 2013 at 1:41 pm #18467
Mini-update on me, called back as I was clearly not happy with the woman I talked to. The second rep was much nicer but told me the same “new” story of my 11 weeks being up next week.
I have now sicced my hubby on them. He is calling back w/every intention of ripping them a new one and getting a supervisor on the phone. I don’t know if it will do any good but it might make me feel better.
I just feel as IS filers we are treated as second class. Lord help you if you had kids and qualified for EIC, or went to school to better your situation and had those god damned ed credits that WE HAD NO CONTROL OVER THE ACCEPTANCE DATE. I am so, so angry with how this is being handled. It is like because we have a debt of some kind we can be pushed to the side and ignored. My case, as has many, many others, been reassigned countless times, we’ve been lied to repeatedly, misinformed, straight up rudely spoken too and generally treated like garbage. I wonder if the agents handling our cases are being judgmental and their “decisions” to reassign a case is because they feel as if we are undeserving in some way of our refund? I can’t afford to pay back my student loans right now, my family being provided for comes first. I shouldn’t have to justify having qualified for EIC, a tax break THE GOVERNMENT offers me.
Sorry for the rant guys. I just find it all so shitty. Having really gotten to know a lot of your stories and life issues this year, it really hits close to home.May 2, 2013 at 12:04 pm #18466
just an update: called irs today since today marks 11 weeks. was told it wasnt done and got a referral and was told to give them 30 days to call back….ridiculous…May 2, 2013 at 11:59 am #18465
Let me remind you why all of this is going on. Thanks to the fiscal cliff. I had no idea that this would delay everything, that the IRS started accepting returns 8 days later than usual because of Congress they had to get certain forms update…
Our tax dollars at work. Read the following article:
Fiscal cliff debate delays some 2012 tax refunds
John Waggoner, USA TODAY3:02 p.m. EST February 5, 2013
The IRS will begin processing tax returns on Jan. 30 this year, 8 days later than usual.
The IRS says tax refunds will be delayed due to the fiscal cliff debate.(Photo: Thinkstock)
More complex returns may have to wait until February or March
E-filers will still get processed faster than paper return filers
You might get your tax refund later than usual this year, and you can thank the congressional debate over the fiscal cliff for that.
The IRS says that it will begin processing individual tax returns on Jan. 30 this year, eight days later than usual. The reason: Programming IRS computers and printing forms and instructions were delayed by congressional wrangling over the fiscal cliff — a combination of tax hikes and spending cuts that briefly became law on Jan. 1.
About 120 million individual taxpayers will be able to file Jan. 30, the IRS says, and most people will get their refunds on time. “We have worked hard to open tax season as soon as possible,” IRS acting Commissioner Steven T. Miller said in a news release. “This date ensures we have the time we need to update and test our processing systems.”
CHANGES: Tax preparers say they’re prepared for changes
IMPACT: Deal means taxes will rise for most Americans
The issue was not higher tax rates for wealthy individuals, because those go into effect for the 2013 tax year. But tax rules that Congress had to extend for 2012 stalled the IRS, because it has to program its computers for those changes. Congress didn’t reach an agreement until Jan. 1.
“There was not a lot of acrimony on large pieces of the tax packages,” says Gary Schatsky, a New York financial planner. “If Congress could have come to grips with them early, people would not have had uncertainty about what large portions of the tax code looks like, nor would people have had to put off filing as soon as they desire.”
Those with the most common “extenders” — the Alternative Minimum Tax patch, and deductions for higher education, state and local sales tax, and out-of-pocket expenses for educators — will be able to file by Jan. 30. TurboTax says it’s accepting e-file returns and holding them until the Jan. 30 filing date.
But some people won’t be able to start filing until late February or March because of the need for more extensive form and processing systems changes. This group includes people claiming residential energy credits, depreciation of property or general business credits, the IRS says.
Because filing season starts eight days later, will the April 15 filing deadline be pushed back eight days? Not a chance. You’ll still have to have your return postmarked by April 15 to avoid late-filing penalties.
We are paying more taxes (payroll taxes up 6.2% from 4.2%)and we have to wait longer for our money. Go figure. I really had no idea that the fiscal cliff would hit us this way.
Just to remind you again:
NEW YORK (CNNMoney)
Hoping to get your tax refund soon? Don’t hold your breath.
Congressional dithering over a fiscal cliff fix could force the Internal Revenue Service to delay the start of the filing season. So those expecting to file their returns in mid-January, when the agency usually begins accepting them, may have to wait several weeks.
If Congress doesn’t approve a patch for the alternative minimum tax in the next few days, then up to 100 million taxpayers will not be able to file their returns — or collect refunds, if owed — until late March, said Steven Miller, the agency’s acting commissioner. (The AMT itself would hit nearly 30 million filers with higher tax bills, and returns of the others would be held up while the IRS reprograms its systems.)
Filing and refunds would also be put on hold by the uncertain fate of a dozen other provisions, including the deduction for state and local sales taxes and the $250 tax break for teachers who buy their own school supplies.
This isn’t the first time the IRS has had to deal with this. Two years ago, it took until mid-December for President Obama and lawmakers to reach an agreement on many of the same issues. That delayed the opening of the tax season by four weeks to mid-February, affecting some 9 million taxpayers.
Most of them were likely owed refunds, since that’s who files early, said John Lieberman, managing director of Perelson Weiner, an accounting firm in New York. They are often folks whose income is just from wages and who take the standard deduction, making their returns fairly simple. Many are low-income families who file for the earned income tax credit.
“They need that money back to pay Christmas bills, for a downpayment on a car or a security deposit on an apartment,” said Lieberman.
Related: Fiscal cliff confusion on Form 1040
This year, the situation is even more dire since we are only days away from the start of 2013.
While the IRS has published the Form 1040 for 2012, several lines are listed as “reserved.” The designation is a “placeholder” for provisions that have yet to be passed, an agency spokesman said. The IRS has yet to publish an instruction booklet for filling out the tax forms, leaving tax preparers in a holding pattern.
“How they are going to handle this?” said John Roth, senior federal tax analyst for CCH, a tax services company. “We are in virgin territory.”
The IRS spokesman declined to answer questions on how the Congressional delay will affect taxpayers, but said more information would be available shortly.
First Published: December 28, 2012: 4:44 PM ET
I was one of the millions of Americans who did not take this seriously and foolishly believe we could trust those we put in office to resolve this matter.
Don’t cha ya just love your old unc sam?May 2, 2013 at 11:25 am #18464
Just wanted to let y’all know that there is at least one more family waiting….
Filed tax return 1/30, accepted 2/14.
Filed IS, Educational Credit, EIC and filed Schedule C (we own/operate a small business) but did not itemized, because of delays.
WMR & Auto-attendant both say that return has been received and is being processed. Today is the start of the 11th week.
Had to file IS last year, return received on the 8th week.
Can’t get live person on the phone….May 2, 2013 at 11:09 am #18463
Update. I got a letter from my TA stating the case es closed. The check I got was all I will receive. I expected $4000.00 more than I got. The letter stated that she sent the TA report with this letter but it wasn’t in there, I’d like to know why she got that amount for me. I will right her to receive it.(the letter stated the best way to reach her is by writing her).
So there is my story, closed. Put in a good fight ladies and gents but beware that you may not get it all. The amount I did get helps me out of a bad situation but how disappointing.
Now to think about next year…let them keep it? I have adjusted my exceptions but I don’t want to owe them either.
Oh last thing WMR has not updated it still says it was received and is processing. Just letting you all know so you don’t rely on WMR being accurate.May 2, 2013 at 10:33 am #18462
They sure do like to keep using that 11 week line on everyone, don’t they? What is the IRS’s problem, do they think 11 weeks is some magic number or something? Well we are all painfully aware that it can take up to 11 weeks to receive an injured spouse refund, but that doesn’t mean that it will, or even that it should, (and it shouldn’t in my humble opinion!!) I have a really big problem with them telling everyone to call back at the 11 week mark. They use that as an excuse to take the whole 11 weeks to process and get refunds out. Basically stalling tactics so they can sit on their behinds and not do the job they are paid to do. Inexcusable!!!!May 2, 2013 at 9:45 am #18461
Nothing here again. Called and talked to someone, as today ismy11weeks. Of course was told that NO May 9th is my 11weeks. WTF? Over it. Just over it.
Have a good day everyone.May 2, 2013 at 9:21 am #18460
Just checking in. I don’t have anything to update. No changes on WMR. I just called the offset line and it still just says that we may have an offset from the Dept of Veteran Affairs, but no amount or anything. Hopefully in the next week or two we will start to see some changes. Next Thursday will be 11 weeks since filing. I still have to call the IRS to find out exactly when it was received by them and when everything finally made it to the IS dept. I’m just waiting until the 11 week mark so I dont just get told to call back at 11 weeks.
I’m glad some of you are starting to see your returns. Hopefully our time will come soon!May 2, 2013 at 8:46 am #18459
@tiredofwaiting99: Great job!! Thank you for doing that! :) I don’t have anything new to report this morning. My husband and I went and faxed everything to the TA and the authorization for our Congressman yesterday morning. I left a message for the TA both yesterday and this morning asking her to please let me know if she received the documents. She has not called back of course, which doesn’t surprise me. I emailed the Congressman’s office this morning also to ask if they had received the authorization form so they can proceed with an inquiry with the IRS on our behalf. So now we wait I guess. I just pray that it is not a long wait and something can be done to get us our refund quickly. Good luck to all of you still waiting. Praying for everyone!May 1, 2013 at 6:36 pm #18458May 1, 2013 at 5:51 pm #18457
Yeah Charbelle that is good news! Good for you!May 1, 2013 at 5:20 pm #18456
quick update….my WMR status changed from ‘your return has been received and is in processing-a refund date will be provided when available’ to….’we have received your tax return and it is being processed’…….I called the automated offset line & was told that such and such an amount has been applied to your outstanding debt on may 3rd….
I read up on some comments via fb & was told that may 3rd would prawly be our DDD…so here’s hoping!
Filed via TT 2/11 (along with IS form) accepted 2/13. No EIC, no education credits, married filing joint. Cycle 0705. Called in 5 times & always got a polite reps-they just never really had any info. Good Luck to Everyone still waiting! (4/29 was our 11 weeks)May 1, 2013 at 4:09 pm #18454
Hello, I have been reading this for a while now. I am at my 12 week mark tomorrow, so I called today and was transferred right to the actual department where they process the claims and finish the process. The people I spoke to were very pleasant, I have not had such good luck in the past however. So she sat there with me and went over every single box on the form i had checked 1 box incorrectly and that’s what set the whole thing in motion. The woman fixed the problem and finished my refund right there on the spot. She gave me the “wait two weeks to see the funds” speech and with a click of the mouse finished my return!! I have had to file it IS form for 4 years now and NEVER have I had to wait this long, I did however mess up this year so maybe that’s why it took so long. I am very sorry for all of you who have not had such nice people. But I have had to call back a few times in 1 day to get a person who actually cared or knew what they were doing. So now I have 2 weeks or less until I get the money, my husband is active duty military and we are on the verge of losing our only vehicle we have to park it in the garage every day in hopes that they will not come to repo it. I am disappointed in how this whole thing has played out, and how not only the men and women who server our country are being screwed but normal everyday tax payers as well. It’s sad to see how the government repays my husband for missing his sons birth, countless Christmas’, Birthdays and anniversaries, just so he can put his life on the line for them.May 1, 2013 at 3:31 pm #18453
Woo hoo @tiredofwaiting99!!! Good job!! Well written and inspires me to send one as well! Hope it brings some attention to this issue!May 1, 2013 at 3:26 pm #18452
Just sent this to my local congressman in Cali!
Please go to this website and look at all of the people waiting for their injured spouse tax return allocation, people have been waiting for weeks, with little or no cooperation from the IRS Reps. Some are very rude. We have been waiting the 11 weeks that Congress has said we must wait. But for some people the 11 weeks have come an gone with no help in sight.
I can’t believe that is where some of our tax dollars are going. We are tax paying citizens and we deserve better than this. If we owed money to the IRS they would not hesitate to get it from us.
Please go to “I GOT MY REFUND GRAPEVINE FORUM” or to “FACEBOOK” Injured Spouse Forum. There are over 2000+ people on facebook with this problem. You will read heartbreaking story after story from tax payers all over the United States. I am from Los Angeles, CA. I hope we can get some help. Even the Tax Payer Advocate Service. Only delays the time by doing a inquiry to which they do not have to respond for an additional 30 days.
Please go to this website and look at all of the people waiting for their injured spouse tax return allocation, people have been waiting for weeks, with little or no cooperation from the IRS Reps. Some are very rude. We have been waiting the 11 weeks that Congress has said we must wait. But for some people the 11 weeks have come an gone with no help in sight.
I can’t believe that is where some of our tax dollars are going. We are tax paying citizens and we deserve better than this. If we owed money to the IRS they would not hesitate to get it from us.
BTW Maxine Waters has done a GREAT JOB IN CONGRESS!!!!!
This is off of the website I Got My Refund…
agree @tiredofwaiting99. I think we should all send this site and the 2000+ member FB page to Congress. It’s ridiculous. That and the lack of consistent, relevant, helpful, KIND service by the IRS reps. Not ok. We pay these people. We should at least not get the run a round.
I did call back, this rep said my 11 weeks was counted from the 21st when IS received it (BS) and to call back Tuesday if there is no refund by Monday. I did specifically ask if someone was working on it. He told me “it’s bounced around a bit but it’s in someone’s hand, they are manually working on it as of now. They were assigned the 25th of April.” I know this is the case with a lot of IS forms this year and I kind of want to know why? Why are they essentially being refused and re-assigned? Then we are told bs stories and “well, you have to wait the allotted time.” Why? So lazy IRS workers can’t put off doing their jobs until the last minute? The we basically get our refunds AFTER the “allotted time?” I don’t get it.
Anyhow, everyone have a good day. I will try and be happy despite the SNOW again here in CO LOL.
and another sad story:
Story # 2
am sitting here angry and sobbing. Our TA did call back today at around 4:30 and told me the IRS needs more information from us. Are you kidding me??????!!!!!!!! I was told by an IRS rep that there were NO PROBLEMS at all with our return two weeks ago when I called, and was also told by the TA last Monday that there were no problems and that it was finished processing and just sitting there. Now she tells me the IRS needs more info? And why didn’t the IRS bother to let us know that there was a problem? She didn’t have an answer for that or for why she told me last week that our return was finished processing when it obviously wasn’t. We have gotten no letters from the IRS whatsoever. I am livid!! Apparently the woman who prepared our taxes forgot to check a box on my injured spouse form. So she wants me to check the box and fax a copy to her, plus a copy both my and my husbands 1098T forms for our education credits. The tax lady also forgot to include my husbands 1098T when we e-filed. And because of the unchecked box on my injured spouse form they need to see my 1098T again to to figure out how to allocate the education credit. Personally I don’t think the TA or the IRS have a clue as to what they are doing. TA said she needed all this faxed to her within three days. Well we can’t fax it until Wednesday because we don’t have the money to fax it. It will cost four dollars and we only have three dollars in the bank and won’t have any money to fax it until I get my small check on the 1st. So yeah, I am sitting here crying my eyes out. We are in such financial hardship, and need our refund, and now that the IRS needs this information it will be God knows how long now before we receive it. I asked the TA how long did she think it will take for us to get our refund after she gets the information from us and she said she won’t know until she has the information and sends it over to them. Then she can give us some idea of the time frame but I have a feeling it will be another six or eight weeks. She did say that once she has the information and gets it to them she can push the refund through but at this point I don’t believe a word she says. We have been lied to by the IRS and the TA and I am talking to my congressman tomorrow. We need this money so badly. I am heartbroken. :(
If there is any thing else you can tell us to do to expedite the releasing of our money please advise.
We will get the message out!May 1, 2013 at 12:50 pm #18451
Hello all! I just read through all the posts and glad to see some are getting refunds. I called the IRS yesterday, one day after the magic 11 week mark. The nice lady said our IS form was processed on April 26 and to call back in 2 weeks. Does anyone know what the next step for the IRS is after the form is processed and why I should call back in 2 weeks?May 1, 2013 at 11:54 am #18450
I agree @tiredofwaiting99. I think we should all send this site and the 2000+ member FB page to Congress. It’s ridiculous. That and the lack of consistent, relevant, helpful, KIND service by the IRS reps. Not ok. We pay these people. We should at least not get the run a round.
I did call back, this rep said my 11 weeks was counted from the 21st when IS received it (BS) and to call back Tuesday if there is no refund by Monday. I did specifically ask if someone was working on it. He told me “it’s bounced around a bit but it’s in someone’s hand, they are manually working on it as of now. They were assigned the 25th of April.” I know this is the case with a lot of IS forms this year and I kind of want to know why? Why are they essentially being refused and re-assigned? Then we are told bs stories and “well, you have to wait the allotted time.” Why? So lazy IRS workers can’t put off doing their jobs until the last minute? The we basically get our refunds AFTER the “allotted time?” I don’t get it.
Anyhow, everyone have a good day. I will try and be happy despite the SNOW again here in CO LOL.May 1, 2013 at 11:34 am #18449
I’ve been following this blog for quite some time now and i really thought I’d have my return by now! We filed 2/13 with IS form and were accepted 2/15. Our 11 weeks is this Friday. I called the irs a week ago and she said it was STILL processing but our 11weeks was May 3. Called today and she Said it could take up to 14 weeks . But i thought that was only for people who mailed theirs. She said its looking more like mid May. I really am so frustrated with this!May 1, 2013 at 11:00 am #18448
@brokeandfrustrated good for you I hope you get some satisfaction.
@katmill2369 tomorrow is our 11th week, give them hell! I am with ya, I too hope tomorrow will bring a change, however I don’t have any confidence in the wmr because last year I finally got my refund and wmr was never updated it still said “still processing…blah blah. I stopped checking after a couple of weeks.
Can you really imagine how many people are really out there going through the same thing. It is just a few of us who responded to this. I can’t even remember how I stumbled upon this site. But I know this sight should be given to someone in Congress to look at. I am in California and will probably try to send it to our Congressman today.
@mikeisajerk please let us know when you get your refund.May 1, 2013 at 10:49 am #18447
He y guys, called the IRS last night, got a wonderful rep who said that my 11 weeks is this week, and weny ahead and sent an inquiry. He also said that he did see a request for the release of the hold from 2008, since we did not owe anything that year. He said once the inquiry is sent that the IS has 30 days to contact me, but he told me to keep calling back. He wad very helpful, or as helpful as he could be with the information. He also encouraged me to contact the main office of my TA department if my rep didn’t call me back.
On a funnier note, he mentioned that some of thr IRS reps were lazy and didn’t want to look information up, and that if I got one like that to keep calling back. Too bad we don’t get the extensions of these nice people, would sure make it easier….May 1, 2013 at 10:08 am #18446
Hi all! NOTHING here. Nada. Tried calling the offset number this morning, talked to a rep, was told they have no info as the IRS hasn’t released anything yet. Called the IRS, talked to a bitchy, rude rep who told me I had to wait my 11 weeks (duh) to which I responded well, that’s tomorrow hunny, she put me on hold and was like yes it is so call back tomorrow. I asked if there were any updates on my account she said the last update was April 25th. I asked if that meant that was when they started working on it, as I was told it was finally assigned last week, she told me “I don’t know, we can’t see that kind of information.” Then hung up on me. Ugh.
On an interesting note, I don’t know if ya’ll remember my once a week on your cycle date theory, but April 25th was a Thursday and my cycle date is a Thursday….so I’m hoping tomorrow will be an update on WMR. If nothing else I’ll call back and hopefully get a nicer rep.
Refund dust to all!! @brokeandfrustrated I hope you get some good news today!!May 1, 2013 at 9:58 am #18445
@tireofwaiting99: Yes I have the TA’s name and ID number and have included it on the authorization form I am getting ready to fax to the congressman. Also faxing the documents to the TA that she claims the IRS needs. The documents that we were NEVER told that they needed because there was NO problem with our return. Lol :) Heading out to do some faxing, have a great day everyone!April 30, 2013 at 9:16 pm #18444
Hi y’all. I have been following this post for awhile now and figured i would share my story. my husband and i filed our taxes with h&r block on jan 31st. we sent in the injured spouse form with it (this is our first year). the injured spouse department did not get a hold of it until feb 14th, but was also told that it wasnt assigned to someone until feb 19th. was told 2 different things…that the 11 weeks was counted from feb 14th and also from feb 19th. i have been calling pretty consistently for a few weeks now. i called twice last week and this past monday just to get all the same answers “its still being processed they have untilt he 11 weeks to finish”. then i called today because i got very angry haha. i did however receive different info today. the lady told me that its in the final stage as of april 25th and that a check is usually mailed out 7-10 days from that date. why no one else could tell me that the other times i called i dont know. lets hope this is true….April 30, 2013 at 3:15 pm #18443
@brokeandfrustrated do you all of the TA’s names and numbers anything from them? Especially the TA you spoke with that said there were not any problems. I would give that information to the congressman too!
I am so fed up I may never vote on a national level again (Emotions Talking Here).
It is our tax dollars paying their salarys.April 30, 2013 at 3:05 pm #18442
@tiredofwaiting99: I think the media should know about this website and do a little bit of reading here and see how the IRS is just flat out lying to people and hanging on to money that does not belong to them. So many people here have posted about the different stories they have gotten from the various IRS reps and TA’s that they have spoken with. I totally despise dishonesty! People that work for the government make very good money for the most part. They don’t get paid to sit on their behinds and lie to us!! I heard back from a rep in my Congressman’s office a bit ago and she emailed the consent form for the Congressman to be able to make an IRS inquiry on our behalf. So I will fax that to his local office tomorrow along with the documents I have to fax to the TA. I am praying that he can help. It is totally inexcusable for the IRS to tell us two weeks ago that there is no problem with our return and we should have our refund soon, then the TA to tell us last week that it’s processed and just sitting there and she will expedite the refund, then for TA to call us back a week later and say that there is a problem. They need to get their stories straight!!! Ugh!!!April 30, 2013 at 2:14 pm #18441
Thank you so much @brokeandfrustrated for being our Champion! I am tempted to tell CNN about this.April 30, 2013 at 1:35 pm #18440April 30, 2013 at 12:50 pm #18439
Hi Everyone. I contacted my congressman this morning. We will see if he can help. I told him everything, dates of calls, what we have been told, etc. I pray he can help us. I also let him know of all the people on here on this website who filed way back in January and still haven’t received their refunds and how our local news actually reported on how “smoothly” the IRS said tax season is going this year, which all of us here on this website know is a lie. I really appreciate everyone’s prayers for those of us who are having serious financial hardships. Your prayers mean a lot. Thank you. God bless all of you!April 30, 2013 at 12:14 pm #18438
@tiredofwaiting99 I would wait on the TA and call your congressman or senator. They may be able to help you with out a TA or if they think you need a TA assign one to you and get the ball rolling faster than you applying. That is just mho. If you read my post yesterday you can see why I say that.
@brokeandfrustrated & aoldenburg83 & tat2dmusicgurl heart felt prayers for you and your families. The only advice I have is don’t give up! Call everyone, who cares if you annoy them this is your life and it’s bs that they can’t get you at least some of your money to get you out of the situation. Tell the TA, congressperson, or senator that you need at least some of the refund to be able to live.
@waiting13 my check was mailed from San Fransisco on Friday and was in the mail yesterday (I am in Arizona). Hang in there it is coming. :)April 30, 2013 at 11:57 am #18437
@ whatthebleep and everyone. I would be happy to do so.
I was having a great deal of problems with the IRS. The second to last time I called them I told them that I was having financial issues (my gas was going to be turned off). The IRS person started the process for a TA including filing out the TA forms and put in an order for a TA from St. Louis to call me with in 5 days that was on a Friday. That following Monday a TA called me and asked me about my situation, gave me a fax number to send the shut off notice to, and told me she would start having the IRS expedite my account and that they had 5 to 7 days to finish. I sent the notice. The TA then called me back that day and confirmed that she got the notice and was having the IRS process my account as fast as possible. That all happened around the 15th of this month. I kept contact with the TA she would call me back with in one business day. On the 19th I called and she said the next Monday or Tuesday the account would be finished and the system should DD into my account. She told me to call if the DD didn’t show up? I called her Monday and said the DD did not post. She then returned my call on the 24th and said that a check was cut and would be sent. She explained to me that the check was faster because a DD would take up to 2 weeks to process and she wanted me to get relief sooner. My TA said that it should only take 2 to 3 days to get to me since the check was processed in my city (Kansas City, Mo), but she had to tell me to wait 7-10 days. I waited and the check didn’t come in 2 days so I called the IRS. The IRS did confirm that a check was cut on 4/23. I looked on the internet and found that the IRS neglected to tell me that the check would not be mailed until that Friday the 27th. I got my check this Monday the 29th.
The best I can say is be your own advocate and also I was very lucky. My TA was helpful and compassionate. I am afraid that many may not be. I hope this helps. I have posted a link regarding finding the local TA office in your state last week. If that doesn’t help you, please let me know. I will try to find phone numbers for you. Hang in there. Also if you live in a community state their may be a great more headache. I am lucky I live in Missouri, which has a faster processing time…April 30, 2013 at 11:22 am #18436
@brokeandfrustrated, I am so angry for you, this is ridiculous, I have lost all confidence in our government, but not in God, I am praying for a miracle for you. I can’t believe this, one excuse after another. This is beyond ridiculous. Those TAs just saying anything to get you off of the telephone. I am happy for all those who have recently received their refunds. Is there a local IRS office in your city that you can go too? and fax your information from there? They will do it free I am sure if you explain what is going on.
I am livid about this @brokeandfrustrated call who ever you need to call and give them HELL :-(
@whatthebleep it is very noble for you to hang in there and be concerned with everyone else getting their refunds and getting information for everyone. God will bless you for your efforts and your compassion.
I don’t know what to do at this point, I don’t know if I should get a TA after this or not. I don’t want anymore delays either.
No confidence in the IRS.April 30, 2013 at 11:20 am #18435
@purple33 since you had a successful TA experience would you mind giving everyone a recap of your stories process including your dates and correspondence between you and your TA? I think it might be of great help to those that don’t really know how the TA process CAN go.April 30, 2013 at 10:41 am #18434April 30, 2013 at 10:32 am #18433
@tat2dmusicgirl Hang in there. I know how you feel. That’s what we are here for so rant away…. now that you hit 11 weeks be a thorn in their side! Good luck!April 30, 2013 at 10:31 am #18432
@waiting13 you probably want a check. Believe it or not the check is faster this year. My TA insisted for me to have a check because a DD would take an additional 2 weeks to process in the system. The checks can be cut at an office close to you and send to you within 2-5 days. It makes no sense so make sure they send you a check…April 30, 2013 at 10:09 am #18431
@whatthebleep thank you! I hope everyone else have good luck soon. I am praying for all of you.April 30, 2013 at 9:55 am #18430
I’m telling you! This whole thing is driving me bat sh*t crazy. I can’t stand it.
I was e-filed on 2-14 (education credit).
That makes thursday 11 weeks, and NOTHING, NADA, ZILCH…..
I can try and call them tomorrow and wait on hold (for God knows how long)
Or wait another week?
I’m so frustrated right now…..beyond frustrated….
Thanks for letting me rant all…..April 30, 2013 at 9:38 am #18429
I called IRS today and was told that a check would be mailed on the 3rd, which I found odd because I requested dd. Has anyone else had this happen, should I call back and inquire as to why its being mailed? Anyone that got it back in check form how long was the wait for the check? Thanks guys think I’m getting closer on week 11.April 30, 2013 at 9:26 am #18428April 30, 2013 at 9:23 am #18427
My check came in yesterday! I am so thankful for my TA. Like I said before the checks are only sent out on Friday. See is the IRS processing location near you can print off the check to expedite the process. Also I would strongly urge any of you that have a TA that isn’t responding to contact the supervisor and also try the US Senator’s office. The Senators have a great deal more weight and can get the investigation going a great deal faster. Let me know if you all have any questions.April 30, 2013 at 9:14 am #18426
Actually i think it’s technically the third paragraph..either way it’s the one that starts with “However, there are exceptions to the policy” :-)April 30, 2013 at 9:03 am #18425
The very last sentence..April 30, 2013 at 9:01 am #18424
Check out the 7th paragraph where it talks about exception to policy..April 30, 2013 at 8:59 am #18423
Hey good morning @katmill! Happy Tuesday I hope you are well :-) i am good , I have been trying to find out more info for folks with TA’s, but it’s pretty hit or miss..some people see rapid results due to a diligent hardworking TA, and some see and hear nothing for weeks…this is no news to you all :( I did however find something that may help those of you trying to get a TA but get turned away because you don’t have a hardship…see if you interpret this the same way I do and let me know what you think http://www.taxpayeradvocate.irs.gov//userfiles/file/TAS_change_case_criteria_6_12_12.pdfApril 30, 2013 at 8:22 am #18422
No updates for me this morning. @brokeandfrustrated wth?! Why was this not caught at all but especially during the education credit BS the first time around?? I’m so,so,so sorry that the IRS and your TA are doing this to you. Unbelievable. @maximo2 congrats!!! @charbelle great news!!
@tiredofwaiting99 the inquiry is what the IRS does if whoever is doing your IS claim goes over 11 weeks. I’ve seen it called a referral too, but from what I’ve seen from then on they don’t touch it again until a few days before the 30 days are up so I am *trying* to be patient and just wait the a$$holes out LOL .I called yesterday but have no updates today, I think I’ll give it till Thursday or Friday if nothing changes.
@whatthebleep how are you?? I’m so glad you have stuck around!!
REFUND DUST TO EVERYONE.April 29, 2013 at 11:05 pm #18421
Called in today since it was our 11th week ‘anniversary’….anyhow-the gal i spoke with asked all the usual questions and then put me on hold for like 5 more minutes….came back on & asked for a few more minutes so she could make some notes in our file……then she told me how much was allocated to my student loans & how much my husband would receive back. She told me we would have it this week but if something should go awry, to call back on Monday. This would all be good news for us-since the last time I called all anyone could tell me was that our case was ‘open’. No letters in the mail to date. No change to the WMR status to date.
Whenever I call all I say is hi! I was just checking the status of our return because I haven’t heard a word from ya’ll—–this seems to work well enough as I’ve never had a rude agent :)
PS. Our refund is in both of our names , but the bank account is in my hubby’s name only-I’ve heard that this was a potential issue with returns getting sent back to the IRS…so we called his bank & they said as long as the routing number was correct-it would be deposited without any problem….something is telling me to get both of us on the account though —just in case…..April 29, 2013 at 8:35 pm #18420
Called in to check status again, lost count…was told 11 weeks spiel yada, yada, received my IS form w/tax return; However, have since requested both tax transcript and tax account info, one showed code 570 and useless numbers/tracking etc. Hopefully, going off my last check in that my 11 weeks is fast approaching by end of May. Thank God for my home based business for the repeat residual income I get around the 18th of the month. I work from home getting paid daily and month after month plus I get home office tax deductions that most people don’t get for working from home. I also help people get affordable discount health benefits…this is what makes this wait bearable. Next year I plan on going back to filing MFS. If you want to know more about what I do please visit my Facebook page: http://www.facebook.com/freedom2workApril 29, 2013 at 7:43 pm #18419
@brokeandfrustrated I completely understand. I too was told that everything was wrapped up, and I receive a letter in the mail today from our TA saying that there was something missing from our 2008 return (which has now been filed three years different years…), so I went in, made the change, and it did NOT affect the bottom line of the 2008 return, but somehow the date has gone from expecting our refund on May 17th (I filed and was accepted on 2/14) to July 5th. We have just been evicted by the City, so now I have to figure out how to move 5 people with no money… I am starting to think getting the TA was the worst decision I have made so far… So don’t feel bad @brokeandfrustrated, I am laying here crying now too :(
On a happier note, congrats @maximo2!April 29, 2013 at 7:36 pm #18418April 29, 2013 at 7:36 pm #18417April 29, 2013 at 7:32 pm #18416
FINALLY GOT MY CHECK IN MAIL TODAY!!!!!!Filed 1/31 mailed in IS form 2/7. I got check even though I filed for DD. WMR and info line still both say processing like they have since 2/7. I’m relieved its finally over, and pray for all still waiting. Called alot, but never got TA or referal or anything.April 29, 2013 at 7:14 pm #18415
@whatthebleep: I really appreciate the prayers. Thank you so much. I am just devastated. :( Seems like my dear husband and I just can’t catch a break. He has been unemployed for a year and a half. I went to school last year for medical billing and coding and graduated last Sept. and I can’t find a job. I did have a job interview this morning but I have been turned down for every job I have applied for so far. I just keep trying to remember that the Lord doesn’t give us more than we can handle. Sometimes it sure seems that way though.April 29, 2013 at 7:03 pm #18414
@brokeandfrustrated I’m so sorry. There are really no words. I’m very sorry for the situation you are in. I’m praying for you.April 29, 2013 at 6:56 pm #18413
PS: I can’t figure out why they need my 1098T again, they already have it. Like I said, I don’t think the TA knows what she is talking about.April 29, 2013 at 6:46 pm #18412
I am sitting here angry and sobbing. Our TA did call back today at around 4:30 and told me the IRS needs more information from us. Are you kidding me??????!!!!!!!! I was told by an IRS rep that there were NO PROBLEMS at all with our return two weeks ago when I called, and was also told by the TA last Monday that there were no problems and that it was finished processing and just sitting there. Now she tells me the IRS needs more info? And why didn’t the IRS bother to let us know that there was a problem? She didn’t have an answer for that or for why she told me last week that our return was finished processing when it obviously wasn’t. We have gotten no letters from the IRS whatsoever. I am livid!! Apparently the woman who prepared our taxes forgot to check a box on my injured spouse form. So she wants me to check the box and fax a copy to her, plus a copy both my and my husbands 1098T forms for our education credits. The tax lady also forgot to include my husbands 1098T when we e-filed. And because of the unchecked box on my injured spouse form they need to see my 1098T again to to figure out how to allocate the education credit. Personally I don’t think the TA or the IRS have a clue as to what they are doing. TA said she needed all this faxed to her within three days. Well we can’t fax it until Wednesday because we don’t have the money to fax it. It will cost four dollars and we only have three dollars in the bank and won’t have any money to fax it until I get my small check on the 1st. So yeah, I am sitting here crying my eyes out. We are in such financial hardship, and need our refund, and now that the IRS needs this information it will be God knows how long now before we receive it. I asked the TA how long did she think it will take for us to get our refund after she gets the information from us and she said she won’t know until she has the information and sends it over to them. Then she can give us some idea of the time frame but I have a feeling it will be another six or eight weeks. She did say that once she has the information and gets it to them she can push the refund through but at this point I don’t believe a word she says. We have been lied to by the IRS and the TA and I am talking to my congressman tomorrow. We need this money so badly. I am heartbroken. :(April 29, 2013 at 6:09 pm #18411
It doesn’t start until 9 here..I’m on the east coast :-) holy crappy TA! I bet you get the rest in a week or two, if your TA doesn’t call you back I would call first thing tomorrow and ask for her supervisor. I’ll see what I can find out about partial refunds involving injured spouses using TA’s and ill let you know what I discover enjoy the show..if you have a bottle of red wine in the back of the cupboard grab it and celebrate your 1/4 refund..if not me and my friend will have a glass for you :) enjoy the show!April 29, 2013 at 5:59 pm #18410
@whatthebleep Don’t tell me what happens, it’s not on for another 4 hours here! I called the TA main line (1-877-777-4778) and I found a super nice man named Peter. He told me the TA received my hardship forms on 04/19!!! They were faxed a 3rd time (last time I faxed them) on 04/08. He told me a check was mailed out Friday 04/26 for the amount I received. He said the case is still open and to call the TA again to find out what is going on, if I am receiving more. He apologized many times for her not calling me. Unfortunately she still has to call me back which she has not in the past month.
Well here’s hoping and praying.
Enjoy the Following! No spoilers, K? :)April 29, 2013 at 5:39 pm #18409
Well she is actually sitting here with me! ( we are having a girls night and watching the season finale of The Following) anyways, she said no it didn’t state that it was a portion it only stated that final review was still in progress and her TA actually confirmed for her that it was only part and she would receive the rest later.April 29, 2013 at 5:28 pm #18408
@whatthebleep TY! When I saw the letter amount my gut was telling me this wasn’t the whole amount I was getting back, that it was a portion. The letter does not say either way but the amount would be darn close to cover the amounts on the hardship paper work I needed to send in. Did your friend’s letter say anything particular about it being a portion of it?
Don’t get me wrong, I am happy to squeak by it’s better than the alternative.April 29, 2013 at 5:08 pm #18407
@irstressing is it possible that they are going to send the rest later after full review is finished, or does the letter stating changes confirm that is all you will be receiving? The reason I ask is because I had a friend that filed injured spouse last year, she got a TA and the IRS released enough money to help her with her hardship and once they finished complete processing about 3 weeks later, they sent her the rest. I’m glad you at least got enough for rent congrats :-)April 29, 2013 at 5:02 pm #18406
My clients cancelled so I got to go home early. Checked the mail and 2 letters from the IRS stating changes to our 2012 Form 1040a. Refund due:…it was 1/4 the amount expected. The check was in the mail also for the amount stated in the letter. The letter “Notice Date” is May 6, 2013.
OK. I am very happy to have the money because rent is due in 2 days and it pays it but 1/4 of what it was suppose to be?
I did call the TA and left a VM on my way to work and no call back. This was the worst experience I have ever had with the IRS.
And for kicks and giggles WMR no update, and offset phone line no update it still says original amount of entire refund to be applied to husbands defaulted student loans.
I will keep checking in to see if I may be of help to anyone and I will update if I find out anything else. Thanks for everyone’s help.
FULL REFUND DUST TO ALL! :)April 29, 2013 at 2:20 pm #18405
I called the TA a bit ago and of course got her voice mail. I left a message. My husband said give her the rest of the day to call back. She works until 6:00. If we don’t hear from her, then I will call the main TA number tomorrow plus get in touch with our congressman. Her message on her voice mail says she will return our call in one business day, but I am not giving her until tomorrow because I already called her last Wednesday and left a message and she still hasn’t returned that call, so she had her chance at the “one business day.”April 29, 2013 at 2:19 pm #18404
@katmill2369 If there is basically nothing wrong with your return, why would they have to do an Inquiry? Is this where you would get a TA? My return was “assigned” to someone over 2 weeks ago. Go figure. If anyone else has got the same “Received by the IRS Date 2/14/13” please let us know if your status has changed on wmr.
ThanksApril 29, 2013 at 1:55 pm #18403
@tiredofwaiting99 I basically got the same thing. My return FINALLY got assigned someone last week! My rep was really nice and said that it *should* be done this week and if there was no change on WMR or the offset line to call back on Monday ( I’m calling Friday since that is one day passed my 11 weeks hehe) and they can “officially” put in the inquiry. I’m trying to avoid it as it gives them another 30 days to get it done. My rep did say that they are trying really hard to get everyone’s stuff done in the 11 week time frame so I should at least see a change in status this week. 2-3 weeks after that for the money…..
@brokeandfrustrated I thought it was funny too!April 29, 2013 at 1:48 pm #18402
Well I could not wait until Thursday @katmill2369 I called this morning to find out what was going on, I got a really nice person on the phone, she did look into my return and said you have to wait until the full 11th week (Thurdays) before they will do anything. She said that she could see that my return was being processed by the department that is doing the IS but she did not see an “Allocation and Date” which means it is not closed yet, but there were no other problems with my return.
Is this the same crap you are getting? She told me to call next week and they would see why it was not closed. She also said there were no reasons why my allocation has not be made before now. If I call next we and it is still open only then will they do something. Boo! Hoo! Karnsarnit and Dag-nabit, Heavens to Murgatroid!
Did they tell you the same thing too? I am calling back Friday! I don’t understand why this is taking so long. Our returns are in limbo seems like. Why would they not just complete and close the return.
Exit Stage Left!April 29, 2013 at 1:14 pm #18401
@katmill2369: I love it that you said you were on hold with the IRBS!! That made me laugh and I needed that today! :)April 29, 2013 at 11:19 am #18400
Thanks guys, you’re so awesome even though I know you are totally pi$$ed at the IRS :-) i am going to be doing nothing but free stuff every weekend until hubby gets home, we are saving up to take a lovely trip somewhere far away from “reality” , and the Army lol. WT heck is going on with these TA’s? If it were me and they weren’t calling me back, I would call the TA main office and literally refuse to hang up until someone helped me. Maybe it will freak them out enough to get you a supervisor and maybe she/he will be freaked out enough to take action. Something I also saw this weekend was that people are going to the White House website and sending letters to the President…just some food for thought. I hope you all have a happy Monday, and I hope the IRS has a productive Monday.April 29, 2013 at 10:54 am #18399April 29, 2013 at 10:44 am #18398
Thank you @katmill2369 no update on wmr this morning and the same message on the 1-800 304-3107 number that you refund “MAY BE OFFSET” Bah Humbug!!!! last year when I called this number they gave you the date and the amount that was OFFSET. Has anyone got an updated message this year for IS that the offset has occured?
Also, has anybody seen a change on wmr status when this has occured. I know last year I got my IS refund and wmr did not update.
I don’t plan to call until Thursday.
@whatthebleep I am happy to know you had a great time chillin at the beach!April 29, 2013 at 10:42 am #18397
No updates, no dd. Will check mail later today. If I get out of work on time I will attempt to call TA and “Main TA”.
@brokeandfrustrated I am with you. I was told to call the main TA line through the IRS and tell them that the TA assigned to your case is not in contact with you and you would like to know the status of your refund. If they don’t answer you call the congressman, be ready to fax a consent form back to them, just telling you so you can get it done in 1 day instead of that taking days as well.
@purple33 Checks only sent on Fridays? Seriously? Is it that hard to send checks out every day. UGH!!!!!!!!!!April 29, 2013 at 10:27 am #18396
Hi @sahm2my4 thanks for sharing, and welcome to our group.I have seen a few people who have gotten a dd in less than a week after a referral was put in, so I hope that is the case for you as well.April 29, 2013 at 10:19 am #18395
Hello, I have been following along for a couple weeks now and decided to finally register and greet everyone. We filed on February 2, and our return was accepted on February 7. Our official 11 weeks was up last Friday but when I spoke to someone they refused to push through a referral until today because they had until ‘the end of business’ that day to get it done. It’s no surprise that our return is ‘still processing’ this morning. She put in our referral earlier this morning and said that they now have another 30 days to even contact me! I’m so upset and stressed. My daughter’s birthday is this weekend and we are flat broke! Our house payment is only current because we borrowed money from family. I tried getting a TA, but they refused to help us because we can’t PROVE hardship. :(
Last year was our first year filing the IS form because of my student loans (my husband is the sole income earner) and we did not know about the offset. We filed the end of January, filed our IS form a couple weeks later and had our money by mid-April.April 29, 2013 at 10:12 am #18394
Hi @mylij831 if your husband was the only income, and you DO NOT live in a community property state, and the offset is yours, then yes you should receive the entire refund. You can google the community property states, but I believe they are Louisiana, Washington, California, Idaho, Nevada, New Mexico, Texas, and Wisconsin might have forgotten one so please look it up to be sure good luck to you :-)April 29, 2013 at 10:10 am #18393
Has anyone else got the wmr message your refund is processing and if so …how long after this did you receive your dd date or check ?April 29, 2013 at 10:03 am #18392
Morning, I was hoping you all would wake up to good news this morning. Good luck @katmillApril 29, 2013 at 9:52 am #18391
So sorry to hear that @brokeandfrustrated. I’m on hold with the IRBS now. Hopefully someone will behelpful. The reps seem to be more mellow lately so we’llsee. I’ll update ya’ll soon.April 29, 2013 at 9:50 am #18390
No change on WMR this morning and no money deposited in the bank. TA did not return my call last week. I am going to call her this afternoon and if I get her voice mail then I am getting in touch with my congressman. I am so tired of this. :( I second your “ugh” @katmill2369.April 29, 2013 at 8:46 am #18389
No updates for me either. This Thursday is my 11th week, 13th since filing. Ugh. Hope everyone has a good day!April 29, 2013 at 8:41 am #18388
Just wanted to update: No change in WMR this morning so I have no idea what the status is for us. This thursday will mark our 10 week point. I am off of work next week so I think I will call the IRS then.April 29, 2013 at 12:07 am #18387
I didn’t get my check yesterday. I did find out that the irs only send out checks on Friday. So I am hoping for tomorrow. I am so praying this night. good luck to everyone!April 28, 2013 at 5:17 am #18386
So here’s my story, and a question to follow.
We filed our taxes through HRBlock 3/8, and the were accepted a couple of days later. A couple of weeks later we found out about the offset. They are for my student loans, but I didn’t work at all last year so we mailed in the IS form on 4/4 (I know, I have quite the wait ahead of me). My question is this, what do you think I can expect my refund to be? Do they still use part of the earned income credit/ child tax credits to go toward my student loans, or would we still get the full refund since my husband was the only one employed? And also, do the returns get processed faster if you mail the IS form in after you file the original return? Does it come by check, or DD? I know we have a long ways to go, I just wonder what I should expect when/if the money actually comes. I ordered my transcripts tonight, so hopefully they will give me some useful information.
TIA!April 27, 2013 at 1:10 pm #18385
@whatthebleep: Happy Saturday to you as well, and thanks for the prayers. :)April 27, 2013 at 12:10 pm #18384
Well said @irstressing wish I could send you guys a pic of the beautiful beach I’m laying on for FREE, refund or no refund, free fun is always the best fun. Happy Saturday you guys are in my prayers.April 27, 2013 at 12:04 pm #18383
Quick update because I am going to go outside and play, not dwell on this today. :)
No dd, no wmr update, no check. If it comes in todays mail I’ll update tonight.
Go enjoy your weekend. Find something to do for free and let yourself enjoy it.April 27, 2013 at 11:57 am #18382